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 | $17,993 | $58,208-69.1% | $81,812-78.0% | $80,856-77.7% |
| Participation rate | 33.8% | 63.4%-29.6pp | 72.3%-38.6pp | 67.6%-33.9pp |
| Annual return | 19.73% | 41.66%-21.9pp | 773.79%-754.1pp | 35.59%-15.9pp |
| Employer contribution / active EE | $601 | $2,340-74.3% | $2,912-79.4% | $2,755-78.2% |
| Participant deferral / active EE | $1,272 | $3,281-61.2% | $4,319-70.5% | $4,296-70.4% |
| Admin fee / account holder | $973 | $4,981-80.5% | $7,386-86.8% | $6,918-85.9% |