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 | $6,624 | $24,730-73.2% | $66,042-90.0% | $84,808-92.2% |
| Participation rate | 51.5% | 68.1%-16.6pp | 67.5%-16.0pp | 68.3%-16.8pp |
| Annual return | 14.68% | 79.55%-64.9pp | 52.11%-37.4pp | 40.90%-26.2pp |
| Employer contribution / active EE | $611 | $857-28.7% | $1,579-61.3% | $2,631-76.8% |
| Participant deferral / active EE | $1,214 | $1,737-30.1% | $2,835-57.2% | $4,212-71.2% |
| Admin fee / account holder | $1,675 | $3,014-44.4% | $5,747-70.9% | $7,344-77.2% |