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 | $4,312 | $24,730-82.6% | $66,042-93.5% | $84,808-94.9% |
| Participation rate | 64.3% | 68.1%-3.8pp | 67.5%-3.2pp | 68.3%-4.0pp |
| Annual return | 22.85% | 79.55%-56.7pp | 52.11%-29.3pp | 40.90%-18.1pp |
| Employer contribution / active EE | $279 | $857-67.4% | $1,579-82.3% | $2,631-89.4% |
| Participant deferral / active EE | $1,550 | $1,737-10.8% | $2,835-45.3% | $4,212-63.2% |
| Admin fee / account holder | $740 | $3,014-75.4% | $5,747-87.1% | $7,344-89.9% |