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 | $24,730-59.7% | $66,042-84.9% | $84,808-88.3% |
| Participation rate | 60.0% | 68.1%-8.1pp | 67.5%-7.5pp | 68.3%-8.3pp |
| Annual return | 22.36% | 79.55%-57.2pp | 52.11%-29.8pp | 40.90%-18.5pp |
| Employer contribution / active EE | $737 | $857-14.0% | $1,579-53.3% | $2,631-72.0% |
| Participant deferral / active EE | $2,486 | $1,737+43.1% | $2,835-12.3% | $4,212-41.0% |
| Admin fee / account holder | $1,353 | $3,014-55.1% | $5,747-76.5% | $7,344-81.6% |