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 | $53,274 | $63,703-16.4% | $93,063-42.8% | $82,448-35.4% |
| Participation rate | 27.7% | 63.8%-36.2pp | 72.1%-44.5pp | 68.1%-40.4pp |
| Annual return | 17.91% | -775.43%+793.3pp | 34.15%-16.2pp | 41.64%-23.7pp |
| Employer contribution / active EE | $1,148 | $1,729-33.6% | $2,476-53.6% | $2,551-55.0% |
| Participant deferral / active EE | $2,559 | $2,919-12.3% | $3,958-35.3% | $4,139-38.2% |
| Admin fee / account holder | $2,084 | $5,982-65.2% | $6,033-65.5% | $7,234-71.2% |