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 | $13,934 | $31,310-55.5% | $53,898-74.1% | $74,304-81.2% |
| Participation rate | 28.7% | 30.7%-1.9pp | 55.0%-26.2pp | 60.3%-31.6pp |
| Annual return | 21.13% | 23.16%-2.0pp | 528.60%-507.5pp | 29.43%-8.3pp |
| Employer contribution / active EE | $573 | $450+27.4% | $932-38.5% | $2,241-74.4% |
| Participant deferral / active EE | $876 | $934-6.3% | $1,826-52.0% | $3,767-76.8% |
| Admin fee / account holder | $981 | $2,175-54.9% | $2,491-60.6% | $2,969-66.9% |