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 | $19,931 | $85,022-76.6% | $70,515-71.7% | $139,434-85.7% |
| Participation rate | 35.7% | 73.9%-38.2pp | 68.3%-32.6pp | 80.3%-44.6pp |
| Annual return | 26.64% | 30.38%-3.7pp | 32.77%-6.1pp | 372.94%-346.3pp |
| Employer contribution / active EE | $1,065 | $3,909-72.8% | $2,973-64.2% | $4,751-77.6% |
| Participant deferral / active EE | $2,849 | $5,890-51.6% | $4,567-37.6% | $6,710-57.5% |
| Admin fee / account holder | $309 | $8,906-96.5% | $6,412-95.2% | $11,403-97.3% |