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 | $3,587 | $25,014-85.7% | $69,647-94.9% | $80,856-95.6% |
| Participation rate | 52.3% | 64.2%-11.9pp | 66.5%-14.1pp | 67.6%-15.3pp |
| Annual return | 16.18% | 19.07%-2.9pp | 100.48%-84.3pp | 35.59%-19.4pp |
| Employer contribution / active EE | $412 | $993-58.5% | $1,712-75.9% | $2,755-85.0% |
| Participant deferral / active EE | $902 | $1,839-50.9% | $2,886-68.7% | $4,296-79.0% |
| Admin fee / account holder | $679 | $2,488-72.7% | $4,713-85.6% | $6,918-90.2% |