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 | $12,573 | $29,319-57.1% | $52,425-76.0% | $82,448-84.8% |
| Participation rate | 27.3% | 46.9%-19.6pp | 55.6%-28.4pp | 68.1%-40.8pp |
| Annual return | 22.64% | 535.20%-512.6pp | 302.12%-279.5pp | 41.64%-19.0pp |
| Employer contribution / active EE | $129 | $586-78.0% | $914-85.9% | $2,551-94.9% |
| Participant deferral / active EE | $1,420 | $1,171+21.2% | $1,790-20.7% | $4,139-65.7% |
| Admin fee / account holder | $610 | $1,962-68.9% | $2,495-75.5% | $7,234-91.6% |