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 | $12,011 | $54,705-78.0% | $71,209-83.1% | $84,808-85.8% |
| Participation rate | 55.9% | 64.1%-8.2pp | 73.8%-17.9pp | 68.3%-12.4pp |
| Annual return | 15.39% | 35.90%-20.5pp | 282.51%-267.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,150 | $2,158-46.7% | $2,721-57.7% | $2,631-56.3% |
| Participant deferral / active EE | $1,937 | $3,030-36.1% | $4,175-53.6% | $4,212-54.0% |
| Admin fee / account holder | $5,484 | $4,863+12.8% | $5,349+2.5% | $7,344-25.3% |