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 | $10,711 | $114,381-90.6% | $107,525-90.0% | $142,382-92.5% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 25.54% | 242.71%-217.2pp | 181.32%-155.8pp | 217.08%-191.5pp |
| Employer contribution / active EE | $1,131 | $4,015-71.8% | $3,754-69.9% | $4,299-73.7% |
| Participant deferral / active EE | $2,406 | $5,564-56.8% | $5,116-53.0% | $6,507-63.0% |
| Admin fee / account holder | $1,360 | $9,860-86.2% | $8,919-84.7% | $12,624-89.2% |