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 | $14,443 | $81,248-82.2% | $155,509-90.7% | $80,856-82.1% |
| Participation rate | 64.6% | 66.2%-1.6pp | 78.2%-13.6pp | 67.6%-3.0pp |
| Annual return | 0.00% | 33.31%-33.3pp | 64.67%-64.7pp | 35.59%-35.6pp |
| Employer contribution / active EE | $480 | $3,100-84.5% | $4,672-89.7% | $2,755-82.6% |
| Participant deferral / active EE | $1,343 | $3,452-61.1% | $5,626-76.1% | $4,296-68.7% |
| Admin fee / account holder | $1,202 | $7,997-85.0% | $15,912-92.4% | $6,918-82.6% |