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 3-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 | $4,294 | $74,888-94.3% | $71,209-94.0% | $142,382-97.0% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.1%-17.6pp |
| Annual return | 23.25% | 345.14%-321.9pp | 282.51%-259.3pp | 217.08%-193.8pp |
| Employer contribution / active EE | $907 | $2,854-68.2% | $2,721-66.7% | $4,299-78.9% |
| Participant deferral / active EE | $1,118 | $4,454-74.9% | $4,175-73.2% | $6,507-82.8% |
| Admin fee / account holder | $1,791 | $5,568-67.8% | $5,349-66.5% | $12,624-85.8% |