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 | $26,640 | $71,050-62.5% | $93,606-71.5% | $80,856-67.1% |
| Participation rate | 26.7% | 60.4%-33.7pp | 68.7%-42.1pp | 67.6%-41.0pp |
| Annual return | 10.72% | 11.26%-0.5pp | 133.20%-122.5pp | 35.59%-24.9pp |
| Employer contribution / active EE | $501 | $1,564-68.0% | $2,420-79.3% | $2,755-81.8% |
| Participant deferral / active EE | $1,649 | $4,034-59.1% | $4,411-62.6% | $4,296-61.6% |
| Admin fee / account holder | $2,965 | $6,945-57.3% | $8,285-64.2% | $6,918-57.1% |