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 | $5,634 | $158,398-96.4% | $126,539-95.5% | $142,382-96.0% |
| Participation rate | 62.5% | 75.8%-13.3pp | 69.8%-7.3pp | 80.1%-17.6pp |
| Annual return | 12.55% | 593.76%-581.2pp | 425.95%-413.4pp | 217.08%-204.5pp |
| Employer contribution / active EE | $394 | $4,650-91.5% | $3,674-89.3% | $4,299-90.8% |
| Participant deferral / active EE | $1,214 | $4,767-74.5% | $4,083-70.3% | $6,507-81.3% |
| Admin fee / account holder | $1,312 | $6,918-81.0% | $6,065-78.4% | $12,624-89.6% |