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 3-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 | $6,709 | $58,208-88.5% | $81,812-91.8% | $80,856-91.7% |
| Participation rate | 42.9% | 63.4%-20.6pp | 72.3%-29.5pp | 67.6%-24.8pp |
| Annual return | 17.93% | 41.66%-23.7pp | 773.79%-755.9pp | 35.59%-17.7pp |
| Employer contribution / active EE | $722 | $2,340-69.2% | $2,912-75.2% | $2,755-73.8% |
| Participant deferral / active EE | $1,212 | $3,281-63.1% | $4,319-71.9% | $4,296-71.8% |
| Admin fee / account holder | $845 | $4,981-83.0% | $7,386-88.6% | $6,918-87.8% |