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 5-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 | $19,100 | $117,983-83.8% | $101,794-81.2% | $142,382-86.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 15.68% | 36.92%-21.2pp | 30.53%-14.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $612 | $2,773-77.9% | $2,289-73.3% | $4,299-85.8% |
| Participant deferral / active EE | $1,224 | $4,714-74.0% | $4,084-70.0% | $6,507-81.2% |
| Admin fee / account holder | $649 | $10,433-93.8% | $8,777-92.6% | $12,624-94.9% |