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 | $3,837 | $24,730-84.5% | $66,042-94.2% | $84,808-95.5% |
| Participation rate | 58.1% | 68.1%-10.0pp | 67.5%-9.4pp | 68.3%-10.2pp |
| Annual return | 22.61% | 79.55%-56.9pp | 52.11%-29.5pp | 40.90%-18.3pp |
| Employer contribution / active EE | $514 | $857-40.0% | $1,579-67.5% | $2,631-80.5% |
| Participant deferral / active EE | $1,057 | $1,737-39.1% | $2,835-62.7% | $4,212-74.9% |
| Admin fee / account holder | $1,339 | $3,014-55.6% | $5,747-76.7% | $7,344-81.8% |