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 | $18,978 | $51,175-62.9% | $70,515-73.1% | $75,163-74.8% |
| Participation rate | 18.4% | 60.9%-42.5pp | 68.3%-49.9pp | 67.2%-48.8pp |
| Annual return | 100.86% | 30.02%+70.8pp | 32.77%+68.1pp | 160.62%-59.8pp |
| Employer contribution / active EE | $425 | $1,826-76.7% | $2,973-85.7% | $2,670-84.1% |
| Participant deferral / active EE | $976 | $2,849-65.8% | $4,567-78.6% | $4,125-76.3% |
| Admin fee / account holder | $5,084 | $4,091+24.3% | $6,412-20.7% | $5,651-10.0% |