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 | $20,378 | $58,627-65.2% | $76,735-73.4% | $82,448-75.3% |
| Participation rate | 32.3% | 63.2%-31.0pp | 69.5%-37.2pp | 68.1%-35.8pp |
| Annual return | 21.83% | 39.10%-17.3pp | 29.77%-7.9pp | 41.64%-19.8pp |
| Employer contribution / active EE | $713 | $1,729-58.7% | $2,454-70.9% | $2,551-72.0% |
| Participant deferral / active EE | $1,478 | $3,134-52.8% | $4,088-63.8% | $4,139-64.3% |
| Admin fee / account holder | $1,764 | $5,323-66.9% | $7,189-75.5% | $7,234-75.6% |