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 | $30,766 | $89,753-65.7% | $107,525-71.4% | $84,808-63.7% |
| Participation rate | 44.0% | 68.1%-24.1pp | 75.1%-31.1pp | 68.3%-24.3pp |
| Annual return | 19.19% | 29.48%-10.3pp | 181.32%-162.1pp | 40.90%-21.7pp |
| Employer contribution / active EE | $1,330 | $3,113-57.3% | $3,754-64.6% | $2,631-49.4% |
| Participant deferral / active EE | $2,272 | $4,056-44.0% | $5,116-55.6% | $4,212-46.1% |
| Admin fee / account holder | $565 | $7,222-92.2% | $8,919-93.7% | $7,344-92.3% |