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 | $18,843 | $64,839-70.9% | $95,585-80.3% | $84,808-77.8% |
| Participation rate | 27.6% | 63.8%-36.2pp | 72.1%-44.5pp | 68.3%-40.7pp |
| Annual return | 20.25% | -670.96%+691.2pp | 38.56%-18.3pp | 40.90%-20.6pp |
| Employer contribution / active EE | $559 | $1,759-68.2% | $2,527-77.9% | $2,631-78.7% |
| Participant deferral / active EE | $1,282 | $2,965-56.8% | $4,023-68.1% | $4,212-69.6% |
| Admin fee / account holder | $1,376 | $5,964-76.9% | $6,127-77.5% | $7,344-81.3% |