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 | $5,077 | $101,618-95.0% | $93,063-94.5% | $137,256-96.3% |
| Participation rate | 36.8% | 74.9%-38.1pp | 72.1%-35.3pp | 80.0%-43.1pp |
| Annual return | 27.72% | 223.95%-196.2pp | 34.15%-6.4pp | 220.34%-192.6pp |
| Employer contribution / active EE | $833 | $2,707-69.2% | $2,476-66.4% | $4,156-80.0% |
| Participant deferral / active EE | $1,179 | $4,279-72.4% | $3,958-70.2% | $6,407-81.6% |
| Admin fee / account holder | $2,866 | $6,198-53.8% | $6,033-52.5% | $12,270-76.6% |