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 | $20,577 | $58,208-64.6% | $81,812-74.8% | $80,856-74.6% |
| Participation rate | 27.4% | 63.4%-36.0pp | 72.3%-44.9pp | 67.6%-40.2pp |
| Annual return | 12.88% | 41.66%-28.8pp | 773.79%-760.9pp | 35.59%-22.7pp |
| Employer contribution / active EE | $494 | $2,340-78.9% | $2,912-83.0% | $2,755-82.1% |
| Participant deferral / active EE | $821 | $3,281-75.0% | $4,319-81.0% | $4,296-80.9% |
| Admin fee / account holder | $2,262 | $4,981-54.6% | $7,386-69.4% | $6,918-67.3% |