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 | $21,199 | $104,974-79.8% | $95,585-77.8% | $142,382-85.1% |
| Participation rate | 68.8% | 75.0%-6.2pp | 72.1%-3.3pp | 80.1%-11.4pp |
| Annual return | 14.53% | 210.33%-195.8pp | 38.56%-24.0pp | 217.08%-202.5pp |
| Employer contribution / active EE | $741 | $2,779-73.3% | $2,527-70.7% | $4,299-82.8% |
| Participant deferral / active EE | $1,977 | $4,352-54.6% | $4,023-50.8% | $6,507-69.6% |
| Admin fee / account holder | $409 | $6,386-93.6% | $6,127-93.3% | $12,624-96.8% |