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 | $24,308 | $30,400-20.0% | $53,898-54.9% | $84,808-71.3% |
| Participation rate | 18.4% | 46.4%-28.0pp | 55.0%-36.5pp | 68.3%-49.9pp |
| Annual return | 18.85% | 500.19%-481.3pp | 528.60%-509.8pp | 40.90%-22.0pp |
| Employer contribution / active EE | $492 | $603-18.3% | $932-47.2% | $2,631-81.3% |
| Participant deferral / active EE | $1,045 | $1,199-12.8% | $1,826-42.8% | $4,212-75.2% |
| Admin fee / account holder | $422 | $1,993-78.8% | $2,491-83.1% | $7,344-94.3% |