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 | $20,093 | $163,101-87.7% | $136,749-85.3% | $142,382-85.9% |
| Participation rate | 62.5% | 78.2%-15.7pp | 72.1%-9.6pp | 80.1%-17.6pp |
| Annual return | 17.70% | 27.54%-9.8pp | 24.33%-6.6pp | 217.08%-199.4pp |
| Employer contribution / active EE | $1,350 | $4,117-67.2% | $3,400-60.3% | $4,299-68.6% |
| Participant deferral / active EE | $3,034 | $5,585-45.7% | $4,692-35.3% | $6,507-53.4% |
| Admin fee / account holder | $320 | $14,318-97.8% | $11,386-97.2% | $12,624-97.5% |