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 | $7,253 | $97,125-92.5% | $86,233-91.6% | $137,256-94.7% |
| Participation rate | 59.1% | 74.2%-15.1pp | 69.0%-9.9pp | 80.0%-20.9pp |
| Annual return | 17.22% | 74.19%-57.0pp | 61.39%-44.2pp | 220.34%-203.1pp |
| Employer contribution / active EE | $452 | $2,841-84.1% | $2,504-81.9% | $4,156-89.1% |
| Participant deferral / active EE | $1,857 | $5,180-64.2% | $4,559-59.3% | $6,407-71.0% |
| Admin fee / account holder | $756 | $9,725-92.2% | $8,342-90.9% | $12,270-93.8% |