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 | $39,354 | $60,022-34.4% | $88,946-55.8% | $84,808-53.6% |
| Participation rate | 40.6% | 57.8%-17.2pp | 68.8%-28.2pp | 68.3%-27.7pp |
| Annual return | 16.86% | 22.43%-5.6pp | 57.82%-41.0pp | 40.90%-24.0pp |
| Employer contribution / active EE | $872 | $1,703-48.8% | $2,555-65.9% | $2,631-66.8% |
| Participant deferral / active EE | $1,501 | $3,114-51.8% | $4,581-67.2% | $4,212-64.4% |
| Admin fee / account holder | $5,238 | $4,811+8.9% | $8,261-36.6% | $7,344-28.7% |