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 | $29,051-29.9% | $52,425-61.2% | $67,986-70.1% |
| Participation rate | 14.4% | 30.4%-16.1pp | 55.6%-41.3pp | 57.2%-42.8pp |
| Annual return | 22.42% | 24.00%-1.6pp | 302.12%-279.7pp | 31.67%-9.2pp |
| Employer contribution / active EE | $243 | $412-41.0% | $914-73.4% | $2,019-88.0% |
| Participant deferral / active EE | $735 | $873-15.9% | $1,790-59.0% | $3,358-78.1% |
| Admin fee / account holder | $623 | $2,113-70.5% | $2,495-75.0% | $3,203-80.6% |