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 | $58,234-64.7% | $81,783-74.8% | $80,874-74.6% |
| Participation rate | 27.4% | 63.4%-36.0pp | 72.4%-45.0pp | 67.6%-40.2pp |
| Annual return | 12.88% | 41.70%-28.8pp | 775.05%-762.2pp | 35.62%-22.7pp |
| Employer contribution / active EE | $494 | $2,341-78.9% | $2,913-83.0% | $2,756-82.1% |
| Participant deferral / active EE | $821 | $3,283-75.0% | $4,320-81.0% | $4,297-80.9% |
| Admin fee / account holder | $2,262 | $4,982-54.6% | $7,380-69.4% | $6,935-67.4% |