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 | $17,833 | $27,915-36.1% | $58,482-69.5% | $75,163-76.3% |
| Participation rate | 20.5% | 38.8%-18.4pp | 50.9%-30.4pp | 67.2%-46.7pp |
| Annual return | 25.73% | 44.20%-18.5pp | 4239.32%-4213.6pp | 160.62%-134.9pp |
| Employer contribution / active EE | $332 | $669-50.4% | $1,053-68.5% | $2,670-87.6% |
| Participant deferral / active EE | $1,429 | $1,201+19.0% | $1,924-25.7% | $4,125-65.4% |
| Admin fee / account holder | $2,132 | $1,726+23.5% | $2,516-15.3% | $5,651-62.3% |