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 | $4,834 | $29,319-83.5% | $52,425-90.8% | $82,448-94.1% |
| Participation rate | 38.1% | 46.9%-8.8pp | 55.6%-17.5pp | 68.1%-30.0pp |
| Annual return | 22.67% | 535.20%-512.5pp | 302.12%-279.4pp | 41.64%-19.0pp |
| Employer contribution / active EE | $286 | $586-51.2% | $914-68.7% | $2,551-88.8% |
| Participant deferral / active EE | $487 | $1,171-58.4% | $1,790-72.8% | $4,139-88.2% |
| Admin fee / account holder | $511 | $1,962-74.0% | $2,495-79.5% | $7,234-92.9% |