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 | $76,407-75.9% | $150,298-87.7% | $82,448-77.7% |
| Participation rate | 41.0% | 66.4%-25.4pp | 77.8%-36.7pp | 68.1%-27.0pp |
| Annual return | 20.34% | 39.99%-19.7pp | 62.79%-42.4pp | 41.64%-21.3pp |
| Employer contribution / active EE | $476 | $2,614-81.8% | $4,154-88.6% | $2,551-81.4% |
| Participant deferral / active EE | $905 | $3,214-71.8% | $5,453-83.4% | $4,139-78.1% |
| Admin fee / account holder | $968 | $6,352-84.8% | $14,116-93.1% | $7,234-86.6% |