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 6-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 | $9,779 | $49,922-80.4% | $80,569-87.9% | $75,163-87.0% |
| Participation rate | 43.5% | 55.3%-11.8pp | 67.0%-23.5pp | 67.2%-23.7pp |
| Annual return | 21.11% | 34.69%-13.6pp | 935.43%-914.3pp | 160.62%-139.5pp |
| Employer contribution / active EE | $757 | $1,698-55.4% | $2,723-72.2% | $2,670-71.7% |
| Participant deferral / active EE | $1,175 | $2,990-60.7% | $4,447-73.6% | $4,125-71.5% |
| Admin fee / account holder | $1,703 | $3,577-52.4% | $5,377-68.3% | $5,651-69.9% |