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 | $54,705-89.6% | $71,209-92.0% | $84,808-93.3% |
| Participation rate | 46.7% | 64.1%-17.4pp | 73.8%-27.1pp | 68.3%-21.6pp |
| Annual return | 36.98% | 35.90%+1.1pp | 282.51%-245.5pp | 40.90%-3.9pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $790 | $3,030-73.9% | $4,175-81.1% | $4,212-81.2% |
| Admin fee / account holder | $743 | $4,863-84.7% | $5,349-86.1% | $7,344-89.9% |