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 | $22,805 | $104,974-78.3% | $95,585-76.1% | $142,382-84.0% |
| Participation rate | 28.6% | 75.0%-46.4pp | 72.1%-43.5pp | 80.1%-51.5pp |
| Annual return | 17.13% | 210.33%-193.2pp | 38.56%-21.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $372 | $2,779-86.6% | $2,527-85.3% | $4,299-91.3% |
| Participant deferral / active EE | $966 | $4,352-77.8% | $4,023-76.0% | $6,507-85.2% |
| Admin fee / account holder | $1,239 | $6,386-80.6% | $6,127-79.8% | $12,624-90.2% |