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 | $4,157 | $72,071-94.2% | $68,368-93.9% | $137,256-97.0% |
| Participation rate | 63.6% | 76.2%-12.6pp | 73.8%-10.1pp | 80.0%-16.3pp |
| Annual return | 16.09% | 353.14%-337.0pp | 292.57%-276.5pp | 220.34%-204.2pp |
| Employer contribution / active EE | $526 | $2,788-81.1% | $2,649-80.1% | $4,156-87.3% |
| Participant deferral / active EE | $760 | $4,410-82.8% | $4,123-81.6% | $6,407-88.1% |
| Admin fee / account holder | $1,411 | $5,336-73.6% | $5,150-72.6% | $12,270-88.5% |