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 5-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 | $10,858 | $58,208-81.3% | $81,812-86.7% | $80,856-86.6% |
| Participation rate | 28.4% | 63.4%-35.0pp | 72.3%-43.9pp | 67.6%-39.2pp |
| Annual return | 12.84% | 41.66%-28.8pp | 773.79%-760.9pp | 35.59%-22.7pp |
| Employer contribution / active EE | $506 | $2,340-78.4% | $2,912-82.6% | $2,755-81.6% |
| Participant deferral / active EE | $845 | $3,281-74.3% | $4,319-80.4% | $4,296-80.3% |
| Admin fee / account holder | $980 | $4,981-80.3% | $7,386-86.7% | $6,918-85.8% |