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 | $101,618-79.1% | $93,063-77.2% | $137,256-84.6% |
| Participation rate | 68.8% | 74.9%-6.2pp | 72.1%-3.4pp | 80.0%-11.2pp |
| Annual return | 14.53% | 223.95%-209.4pp | 34.15%-19.6pp | 220.34%-205.8pp |
| Employer contribution / active EE | $741 | $2,707-72.6% | $2,476-70.1% | $4,156-82.2% |
| Participant deferral / active EE | $1,977 | $4,279-53.8% | $3,958-50.0% | $6,407-69.1% |
| Admin fee / account holder | $409 | $6,198-93.4% | $6,033-93.2% | $12,270-96.7% |