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 | $5,650 | $24,730-77.2% | $66,042-91.4% | $84,808-93.3% |
| Participation rate | 60.0% | 68.1%-8.1pp | 67.5%-7.5pp | 68.3%-8.3pp |
| Annual return | 25.60% | 79.55%-54.0pp | 52.11%-26.5pp | 40.90%-15.3pp |
| Employer contribution / active EE | $404 | $857-52.9% | $1,579-74.4% | $2,631-84.7% |
| Participant deferral / active EE | $1,832 | $1,737+5.5% | $2,835-35.4% | $4,212-56.5% |
| Admin fee / account holder | $1,192 | $3,014-60.4% | $5,747-79.3% | $7,344-83.8% |