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 | $4,515 | $22,587-80.0% | $65,255-93.1% | $75,163-94.0% |
| Participation rate | 46.8% | 63.1%-16.3pp | 65.0%-18.2pp | 67.2%-20.4pp |
| Annual return | 27.00% | 71.03%-44.0pp | 47.35%-20.4pp | 160.62%-133.6pp |
| Employer contribution / active EE | $599 | $941-36.4% | $1,691-64.6% | $2,670-77.6% |
| Participant deferral / active EE | $1,491 | $1,695-12.1% | $2,831-47.3% | $4,125-63.9% |
| Admin fee / account holder | $374 | $1,876-80.0% | $4,112-90.9% | $5,651-93.4% |