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 3-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 | $15,147 | $58,208-74.0% | $81,812-81.5% | $80,856-81.3% |
| Participation rate | 46.2% | 63.4%-17.3pp | 72.3%-26.2pp | 67.6%-21.5pp |
| Annual return | 14.10% | 41.66%-27.6pp | 773.79%-759.7pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,175 | $2,340-49.8% | $2,912-59.7% | $2,755-57.4% |
| Participant deferral / active EE | $2,465 | $3,281-24.9% | $4,319-42.9% | $4,296-42.6% |
| Admin fee / account holder | $1,335 | $4,981-73.2% | $7,386-81.9% | $6,918-80.7% |