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 | $19,086 | $55,415-65.6% | $155,509-87.7% | $74,495-74.4% |
| Participation rate | 50.5% | 61.9%-11.4pp | 78.2%-27.7pp | 67.2%-16.7pp |
| Annual return | 31.46% | 268.50%-237.0pp | 64.67%-33.2pp | 1364.94%-1333.5pp |
| Employer contribution / active EE | $788 | $2,267-65.2% | $4,672-83.1% | $2,623-70.0% |
| Participant deferral / active EE | $2,391 | $2,836-15.7% | $5,626-57.5% | $4,346-45.0% |
| Admin fee / account holder | $1,040 | $1,738-40.2% | $15,912-93.5% | $1,942-46.4% |