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 | $32,710 | $104,974-68.8% | $95,585-65.8% | $142,382-77.0% |
| Participation rate | 34.8% | 75.0%-40.2pp | 72.1%-37.3pp | 80.1%-45.3pp |
| Annual return | 18.39% | 210.33%-191.9pp | 38.56%-20.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $624 | $2,779-77.5% | $2,527-75.3% | $4,299-85.5% |
| Participant deferral / active EE | $869 | $4,352-80.0% | $4,023-78.4% | $6,507-86.6% |
| Admin fee / account holder | $2,012 | $6,386-68.5% | $6,127-67.2% | $12,624-84.1% |