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 | $51,638-63.6% | $68,368-72.5% | $82,448-77.2% |
| Participation rate | 22.9% | 63.6%-40.7pp | 73.8%-50.8pp | 68.1%-45.2pp |
| Annual return | 20.29% | 37.53%-17.2pp | 292.57%-272.3pp | 41.64%-21.3pp |
| Employer contribution / active EE | $808 | $2,047-60.5% | $2,649-69.5% | $2,551-68.3% |
| Participant deferral / active EE | $1,784 | $2,914-38.8% | $4,123-56.7% | $4,139-56.9% |
| Admin fee / account holder | $429 | $4,643-90.8% | $5,150-91.7% | $7,234-94.1% |