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 | $10,010 | $56,317-82.2% | $71,209-85.9% | $74,304-86.5% |
| Participation rate | 60.0% | 55.1%+4.9pp | 73.8%-13.8pp | 60.3%-0.3pp |
| Annual return | 21.18% | 42.83%-21.7pp | 282.51%-261.3pp | 29.43%-8.3pp |
| Employer contribution / active EE | $1,141 | $2,160-47.2% | $2,721-58.1% | $2,241-49.1% |
| Participant deferral / active EE | $713 | $2,788-74.4% | $4,175-82.9% | $3,767-81.1% |
| Admin fee / account holder | $592 | $2,290-74.1% | $5,349-88.9% | $2,969-80.1% |