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 | $10,802 | $74,888-85.6% | $71,209-84.8% | $142,382-92.4% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.1%-40.1pp |
| Annual return | 20.18% | 345.14%-325.0pp | 282.51%-262.3pp | 217.08%-196.9pp |
| Employer contribution / active EE | $402 | $2,854-85.9% | $2,721-85.2% | $4,299-90.6% |
| Participant deferral / active EE | $799 | $4,454-82.1% | $4,175-80.9% | $6,507-87.7% |
| Admin fee / account holder | $1,246 | $5,568-77.6% | $5,349-76.7% | $12,624-90.1% |