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 | $18,426 | $80,717-77.2% | $154,803-88.1% | $84,808-78.3% |
| Participation rate | 41.0% | 66.8%-25.8pp | 78.1%-37.0pp | 68.3%-27.3pp |
| Annual return | 20.34% | 37.96%-17.6pp | 58.88%-38.5pp | 40.90%-20.6pp |
| Employer contribution / active EE | $476 | $2,761-82.8% | $4,305-89.0% | $2,631-81.9% |
| Participant deferral / active EE | $905 | $3,303-72.6% | $5,540-83.7% | $4,212-78.5% |
| Admin fee / account holder | $968 | $6,746-85.6% | $14,329-93.2% | $7,344-86.8% |