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 | $7,801 | $51,175-84.8% | $70,515-88.9% | $75,163-89.6% |
| Participation rate | 64.6% | 60.9%+3.6pp | 68.3%-3.8pp | 67.2%-2.6pp |
| Annual return | 53.45% | 30.02%+23.4pp | 32.77%+20.7pp | 160.62%-107.2pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,266 | $2,849-20.5% | $4,567-50.4% | $4,125-45.1% |
| Admin fee / account holder | $465 | $4,091-88.6% | $6,412-92.7% | $5,651-91.8% |