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 | $51,638-84.0% | $68,368-87.9% | $82,448-90.0% |
| Participation rate | 52.0% | 63.6%-11.6pp | 73.8%-21.8pp | 68.1%-16.1pp |
| Annual return | 26.55% | 37.53%-11.0pp | 292.57%-266.0pp | 41.64%-15.1pp |
| Employer contribution / active EE | $700 | $2,047-65.8% | $2,649-73.6% | $2,551-72.5% |
| Participant deferral / active EE | $1,258 | $2,914-56.8% | $4,123-69.5% | $4,139-69.6% |
| Admin fee / account holder | $511 | $4,643-89.0% | $5,150-90.1% | $7,234-92.9% |