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 | $104,974-95.2% | $95,585-94.7% | $142,382-96.4% |
| Participation rate | 36.8% | 75.0%-38.1pp | 72.1%-35.2pp | 80.1%-43.3pp |
| Annual return | 27.72% | 210.33%-182.6pp | 38.56%-10.8pp | 217.08%-189.4pp |
| Employer contribution / active EE | $833 | $2,779-70.0% | $2,527-67.0% | $4,299-80.6% |
| Participant deferral / active EE | $1,179 | $4,352-72.9% | $4,023-70.7% | $6,507-81.9% |
| Admin fee / account holder | $2,866 | $6,386-55.1% | $6,127-53.2% | $12,624-77.3% |