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 3-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 | $19,659 | $110,261-82.2% | $95,745-79.5% | $139,434-85.9% |
| Participation rate | 19.0% | 75.8%-56.7pp | 72.3%-53.2pp | 80.3%-61.3pp |
| Annual return | 12.81% | 27.11%-14.3pp | 28.35%-15.5pp | 372.94%-360.1pp |
| Employer contribution / active EE | $1,694 | $3,257-48.0% | $2,835-40.2% | $4,751-64.3% |
| Participant deferral / active EE | $4,832 | $4,676+3.4% | $4,245+13.9% | $6,710-28.0% |
| Admin fee / account holder | $3,960 | $6,613-40.1% | $5,678-30.2% | $11,403-65.3% |