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 | $31,310-90.1% | $53,898-94.3% | $74,304-95.8% |
| Participation rate | 38.5% | 30.7%+7.9pp | 55.0%-16.4pp | 60.3%-21.8pp |
| Annual return | 17.10% | 23.16%-6.1pp | 528.60%-511.5pp | 29.43%-12.3pp |
| Employer contribution / active EE | $167 | $450-62.9% | $932-82.1% | $2,241-92.5% |
| Participant deferral / active EE | $241 | $934-74.2% | $1,826-86.8% | $3,767-93.6% |
| Admin fee / account holder | $756 | $2,175-65.3% | $2,491-69.7% | $2,969-74.5% |