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 | $5,667 | $51,638-89.0% | $68,368-91.7% | $82,448-93.1% |
| Participation rate | 46.7% | 63.6%-16.9pp | 73.8%-27.1pp | 68.1%-21.4pp |
| Annual return | 36.98% | 37.53%-0.6pp | 292.57%-255.6pp | 41.64%-4.7pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $790 | $2,914-72.9% | $4,123-80.8% | $4,139-80.9% |
| Admin fee / account holder | $743 | $4,643-84.0% | $5,150-85.6% | $7,234-89.7% |