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 | $17,328 | $104,974-83.5% | $95,585-81.9% | $142,382-87.8% |
| Participation rate | 52.2% | 75.0%-22.8pp | 72.1%-19.9pp | 80.1%-27.9pp |
| Annual return | 33.02% | 210.33%-177.3pp | 38.56%-5.5pp | 217.08%-184.1pp |
| Employer contribution / active EE | $663 | $2,779-76.1% | $2,527-73.8% | $4,299-84.6% |
| Participant deferral / active EE | $1,175 | $4,352-73.0% | $4,023-70.8% | $6,507-81.9% |
| Admin fee / account holder | $1,664 | $6,386-73.9% | $6,127-72.8% | $12,624-86.8% |