See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,656 | $58,208-64.5% | $81,812-74.8% | $80,856-74.5% |
| Participation rate | 63.9% | 63.4%+0.5pp | 72.3%-8.5pp | 67.6%-3.7pp |
| Annual return | 11.00% | 41.66%-30.7pp | 773.79%-762.8pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,233 | $2,340-47.3% | $2,912-57.7% | $2,755-55.2% |
| Participant deferral / active EE | $2,625 | $3,281-20.0% | $4,319-39.2% | $4,296-38.9% |
| Admin fee / account holder | $1,863 | $4,981-62.6% | $7,386-74.8% | $6,918-73.1% |