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 | $6,195 | $88,710-93.0% | $81,783-92.4% | $145,959-95.8% |
| Participation rate | 62.5% | 75.0%-12.5pp | 72.4%-9.9pp | 80.3%-17.8pp |
| Annual return | 13.77% | 1027.26%-1013.5pp | 775.05%-761.3pp | 561.95%-548.2pp |
| Employer contribution / active EE | $729 | $3,083-76.4% | $2,913-75.0% | $4,661-84.4% |
| Participant deferral / active EE | $1,526 | $4,645-67.1% | $4,320-64.7% | $6,689-77.2% |
| Admin fee / account holder | $442 | $8,407-94.7% | $7,380-94.0% | $13,398-96.7% |