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 | $23,536 | $73,933-68.2% | $96,683-75.7% | $75,163-68.7% |
| Participation rate | 25.5% | 66.4%-41.0pp | 74.3%-48.9pp | 67.2%-41.7pp |
| Annual return | 37.33% | 26.70%+10.6pp | 35.69%+1.6pp | 160.62%-123.3pp |
| Employer contribution / active EE | $761 | $2,928-74.0% | $3,737-79.6% | $2,670-71.5% |
| Participant deferral / active EE | $1,999 | $3,659-45.4% | $4,878-59.0% | $4,125-51.5% |
| Admin fee / account holder | $3,286 | $5,216-37.0% | $6,730-51.2% | $5,651-41.8% |