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 | $15,355 | $58,208-73.6% | $81,812-81.2% | $80,856-81.0% |
| Participation rate | 32.0% | 63.4%-31.4pp | 72.3%-40.3pp | 67.6%-35.6pp |
| Annual return | 17.00% | 41.66%-24.7pp | 773.79%-756.8pp | 35.59%-18.6pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,260 | $3,281-61.6% | $4,319-70.8% | $4,296-70.7% |
| Admin fee / account holder | $721 | $4,981-85.5% | $7,386-90.2% | $6,918-89.6% |