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 | $2,712 | $23,330-88.4% | $64,489-95.8% | $82,448-96.7% |
| Participation rate | 59.0% | 68.3%-9.2pp | 67.7%-8.7pp | 68.1%-9.0pp |
| Annual return | 15.45% | 83.66%-68.2pp | 55.03%-39.6pp | 41.64%-26.2pp |
| Employer contribution / active EE | $0 | $824-100.0% | $1,523-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $825 | $1,707-51.7% | $2,778-70.3% | $4,139-80.1% |
| Admin fee / account holder | $656 | $2,946-77.7% | $4,260-84.6% | $7,234-90.9% |