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 | $8,260 | $54,705-84.9% | $71,209-88.4% | $84,808-90.3% |
| Participation rate | 52.0% | 64.1%-12.1pp | 73.8%-21.8pp | 68.3%-16.3pp |
| Annual return | 26.55% | 35.90%-9.3pp | 282.51%-256.0pp | 40.90%-14.3pp |
| Employer contribution / active EE | $700 | $2,158-67.5% | $2,721-74.3% | $2,631-73.4% |
| Participant deferral / active EE | $1,258 | $3,030-58.5% | $4,175-69.9% | $4,212-70.1% |
| Admin fee / account holder | $511 | $4,863-89.5% | $5,349-90.5% | $7,344-93.0% |