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 | $12,282 | $46,553-73.6% | $64,056-80.8% | $75,163-83.7% |
| Participation rate | 37.0% | 65.9%-28.9pp | 72.3%-35.3pp | 67.2%-30.2pp |
| Annual return | 30.88% | 26.03%+4.8pp | 33.69%-2.8pp | 160.62%-129.7pp |
| Employer contribution / active EE | $520 | $1,974-73.7% | $2,747-81.1% | $2,670-80.5% |
| Participant deferral / active EE | $2,238 | $2,837-21.1% | $3,880-42.3% | $4,125-45.8% |
| Admin fee / account holder | $713 | $2,952-75.8% | $3,068-76.7% | $5,651-87.4% |