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 | $9,222 | $27,839-66.9% | $58,482-84.2% | $71,457-87.1% |
| Participation rate | 15.3% | 34.5%-19.3pp | 50.9%-35.6pp | 67.9%-52.7pp |
| Annual return | 25.06% | 26.81%-1.7pp | 4239.32%-4214.3pp | 28.85%-3.8pp |
| Employer contribution / active EE | $294 | $631-53.4% | $1,053-72.1% | $2,588-88.6% |
| Participant deferral / active EE | $676 | $1,206-43.9% | $1,924-64.8% | $4,289-84.2% |
| Admin fee / account holder | $1,181 | $1,641-28.0% | $2,516-53.0% | $1,587-25.6% |