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 | $5,271 | $24,730-78.7% | $66,042-92.0% | $84,808-93.8% |
| Participation rate | 63.3% | 68.1%-4.8pp | 67.5%-4.2pp | 68.3%-5.0pp |
| Annual return | 20.68% | 79.55%-58.9pp | 52.11%-31.4pp | 40.90%-20.2pp |
| Employer contribution / active EE | $0 | $857-100.0% | $1,579-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,320 | $1,737-24.0% | $2,835-53.5% | $4,212-68.7% |
| Admin fee / account holder | $1,376 | $3,014-54.4% | $5,747-76.1% | $7,344-81.3% |