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 | $29,319-17.1% | $52,425-53.6% | $82,448-70.5% |
| Participation rate | 18.4% | 46.9%-28.4pp | 55.6%-37.2pp | 68.1%-49.6pp |
| Annual return | 18.85% | 535.20%-516.3pp | 302.12%-283.3pp | 41.64%-22.8pp |
| Employer contribution / active EE | $492 | $586-16.1% | $914-46.2% | $2,551-80.7% |
| Participant deferral / active EE | $1,045 | $1,171-10.8% | $1,790-41.6% | $4,139-74.8% |
| Admin fee / account holder | $422 | $1,962-78.5% | $2,495-83.1% | $7,234-94.2% |