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 | $8,483 | $24,730-65.7% | $66,042-87.2% | $84,808-90.0% |
| Participation rate | 56.3% | 68.1%-11.8pp | 67.5%-11.3pp | 68.3%-12.1pp |
| Annual return | 22.56% | 79.55%-57.0pp | 52.11%-29.6pp | 40.90%-18.3pp |
| Employer contribution / active EE | $663 | $857-22.6% | $1,579-58.0% | $2,631-74.8% |
| Participant deferral / active EE | $2,058 | $1,737+18.5% | $2,835-27.4% | $4,212-51.1% |
| Admin fee / account holder | $827 | $3,014-72.6% | $5,747-85.6% | $7,344-88.7% |