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 | $3,092 | $29,051-89.4% | $52,425-94.1% | $67,986-95.5% |
| Participation rate | 38.5% | 30.4%+8.1pp | 55.6%-17.1pp | 57.2%-18.7pp |
| Annual return | 17.10% | 24.00%-6.9pp | 302.12%-285.0pp | 31.67%-14.6pp |
| Employer contribution / active EE | $167 | $412-59.5% | $914-81.7% | $2,019-91.7% |
| Participant deferral / active EE | $241 | $873-72.4% | $1,790-86.5% | $3,358-92.8% |
| Admin fee / account holder | $756 | $2,113-64.2% | $2,495-69.7% | $3,203-76.4% |