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 | $17,775 | $110,261-83.9% | $95,745-81.4% | $139,434-87.3% |
| Participation rate | 16.7% | 75.8%-59.1pp | 72.3%-55.6pp | 80.3%-63.7pp |
| Annual return | 24.16% | 27.11%-2.9pp | 28.35%-4.2pp | 372.94%-348.8pp |
| Employer contribution / active EE | $666 | $3,257-79.6% | $2,835-76.5% | $4,751-86.0% |
| Participant deferral / active EE | $981 | $4,676-79.0% | $4,245-76.9% | $6,710-85.4% |
| Admin fee / account holder | $822 | $6,613-87.6% | $5,678-85.5% | $11,403-92.8% |