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 | $17,885 | $69,207-74.2% | $64,056-72.1% | $139,434-87.2% |
| Participation rate | 18.8% | 75.6%-56.8pp | 72.3%-53.6pp | 80.3%-61.6pp |
| Annual return | 19.30% | 45.88%-26.6pp | 33.69%-14.4pp | 372.94%-353.6pp |
| Employer contribution / active EE | $528 | $3,182-83.4% | $2,747-80.8% | $4,751-88.9% |
| Participant deferral / active EE | $1,652 | $4,682-64.7% | $3,880-57.4% | $6,710-75.4% |
| Admin fee / account holder | $1,054 | $4,244-75.2% | $3,068-65.6% | $11,403-90.8% |