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 | $9,958 | $23,330-57.3% | $64,489-84.6% | $82,448-87.9% |
| Participation rate | 60.0% | 68.3%-8.3pp | 67.7%-7.7pp | 68.1%-8.1pp |
| Annual return | 22.36% | 83.66%-61.3pp | 55.03%-32.7pp | 41.64%-19.3pp |
| Employer contribution / active EE | $737 | $824-10.6% | $1,523-51.6% | $2,551-71.1% |
| Participant deferral / active EE | $2,486 | $1,707+45.6% | $2,778-10.5% | $4,139-39.9% |
| Admin fee / account holder | $1,353 | $2,946-54.1% | $4,260-68.2% | $7,234-81.3% |