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 5-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 | $18,931 | $49,922-62.1% | $80,569-76.5% | $75,163-74.8% |
| Participation rate | 13.8% | 55.3%-41.5pp | 67.0%-53.2pp | 67.2%-53.4pp |
| Annual return | 16.23% | 34.69%-18.5pp | 935.43%-919.2pp | 160.62%-144.4pp |
| Employer contribution / active EE | $384 | $1,698-77.4% | $2,723-85.9% | $2,670-85.6% |
| Participant deferral / active EE | $757 | $2,990-74.7% | $4,447-83.0% | $4,125-81.7% |
| Admin fee / account holder | $1,164 | $3,577-67.5% | $5,377-78.4% | $5,651-79.4% |