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 | $7,217 | $29,051-75.2% | $52,425-86.2% | $67,986-89.4% |
| Participation rate | 14.9% | 30.4%-15.5pp | 55.6%-40.7pp | 57.2%-42.3pp |
| Annual return | 14.14% | 24.00%-9.9pp | 302.12%-288.0pp | 31.67%-17.5pp |
| Employer contribution / active EE | $146 | $412-64.6% | $914-84.0% | $2,019-92.8% |
| Participant deferral / active EE | $285 | $873-67.4% | $1,790-84.1% | $3,358-91.5% |
| Admin fee / account holder | $856 | $2,113-59.5% | $2,495-65.7% | $3,203-73.3% |