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 4-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 | $7,775 | $99,921-92.2% | $85,009-90.9% | $145,959-94.7% |
| Participation rate | 58.3% | 74.1%-15.8pp | 67.5%-9.2pp | 80.3%-22.0pp |
| Annual return | 11.22% | 83.89%-72.7pp | 66.47%-55.3pp | 561.95%-550.7pp |
| Employer contribution / active EE | $896 | $3,233-72.3% | $2,728-67.2% | $4,661-80.8% |
| Participant deferral / active EE | $930 | $5,293-82.4% | $4,522-79.4% | $6,689-86.1% |
| Admin fee / account holder | $2,581 | $7,252-64.4% | $6,153-58.1% | $13,398-80.7% |