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 | $15,166 | $57,016-73.4% | $84,966-82.2% | $80,856-81.2% |
| Participation rate | 37.0% | 56.3%-19.3pp | 67.5%-30.5pp | 67.6%-30.6pp |
| Annual return | 119.31% | 21.66%+97.6pp | 66.38%+52.9pp | 35.59%+83.7pp |
| Employer contribution / active EE | $860 | $1,798-52.2% | $2,727-68.5% | $2,755-68.8% |
| Participant deferral / active EE | $1,337 | $3,110-57.0% | $4,519-70.4% | $4,296-68.9% |
| Admin fee / account holder | $734 | $4,980-85.3% | $6,149-88.1% | $6,918-89.4% |