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 | $18,812 | $54,705-65.6% | $71,209-73.6% | $84,808-77.8% |
| Participation rate | 22.9% | 64.1%-41.2pp | 73.8%-50.8pp | 68.3%-45.4pp |
| Annual return | 20.29% | 35.90%-15.6pp | 282.51%-262.2pp | 40.90%-20.6pp |
| Employer contribution / active EE | $808 | $2,158-62.6% | $2,721-70.3% | $2,631-69.3% |
| Participant deferral / active EE | $1,784 | $3,030-41.1% | $4,175-57.3% | $4,212-57.6% |
| Admin fee / account holder | $429 | $4,863-91.2% | $5,349-92.0% | $7,344-94.2% |