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 | $16,376 | $80,717-79.7% | $154,803-89.4% | $84,808-80.7% |
| Participation rate | 28.1% | 66.8%-38.7pp | 78.1%-50.0pp | 68.3%-40.2pp |
| Annual return | 18.04% | 37.96%-19.9pp | 58.88%-40.8pp | 40.90%-22.9pp |
| Employer contribution / active EE | $709 | $2,761-74.3% | $4,305-83.5% | $2,631-73.1% |
| Participant deferral / active EE | $1,350 | $3,303-59.1% | $5,540-75.6% | $4,212-68.0% |
| Admin fee / account holder | $431 | $6,746-93.6% | $14,329-97.0% | $7,344-94.1% |