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 | $19,801 | $56,317-64.8% | $71,209-72.2% | $74,304-73.4% |
| Participation rate | 10.9% | 55.1%-44.2pp | 73.8%-62.8pp | 60.3%-49.4pp |
| Annual return | 13.26% | 42.83%-29.6pp | 282.51%-269.2pp | 29.43%-16.2pp |
| Employer contribution / active EE | $303 | $2,160-86.0% | $2,721-88.9% | $2,241-86.5% |
| Participant deferral / active EE | $673 | $2,788-75.8% | $4,175-83.9% | $3,767-82.1% |
| Admin fee / account holder | $2,363 | $2,290+3.2% | $5,349-55.8% | $2,969-20.4% |