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 5-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 | $20,353 | $31,310-35.0% | $53,898-62.2% | $74,304-72.6% |
| Participation rate | 14.4% | 30.7%-16.3pp | 55.0%-40.6pp | 60.3%-46.0pp |
| Annual return | 22.42% | 23.16%-0.7pp | 528.60%-506.2pp | 29.43%-7.0pp |
| Employer contribution / active EE | $243 | $450-46.0% | $932-73.9% | $2,241-89.2% |
| Participant deferral / active EE | $735 | $934-21.4% | $1,826-59.8% | $3,767-80.5% |
| Admin fee / account holder | $623 | $2,175-71.4% | $2,491-75.0% | $2,969-79.0% |