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 | $74,888-94.4% | $71,209-94.2% | $142,382-97.1% |
| Participation rate | 63.6% | 76.2%-12.6pp | 73.8%-10.1pp | 80.1%-16.5pp |
| Annual return | 16.09% | 345.14%-329.0pp | 282.51%-266.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $526 | $2,854-81.6% | $2,721-80.7% | $4,299-87.8% |
| Participant deferral / active EE | $760 | $4,454-82.9% | $4,175-81.8% | $6,507-88.3% |
| Admin fee / account holder | $1,411 | $5,568-74.7% | $5,349-73.6% | $12,624-88.8% |