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 | $11,230 | $59,097-81.0% | $82,389-86.4% | $74,304-84.9% |
| Participation rate | 32.0% | 52.8%-20.8pp | 69.5%-37.5pp | 60.3%-28.3pp |
| Annual return | 44.82% | 22.85%+22.0pp | 28.67%+16.2pp | 29.43%+15.4pp |
| Employer contribution / active EE | $934 | $1,601-41.7% | $2,517-62.9% | $2,241-58.3% |
| Participant deferral / active EE | $1,337 | $2,775-51.8% | $4,155-67.8% | $3,767-64.5% |
| Admin fee / account holder | $3,990 | $4,489-11.1% | $7,231-44.8% | $2,969+34.4% |