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 8-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 | $18,794 | $77,899-75.9% | $149,673-87.4% | $75,163-75.0% |
| Participation rate | 46.9% | 65.6%-18.7pp | 78.8%-31.9pp | 67.2%-20.3pp |
| Annual return | 15.62% | 31.72%-16.1pp | 134.42%-118.8pp | 160.62%-145.0pp |
| Employer contribution / active EE | $667 | $3,137-78.8% | $4,818-86.2% | $2,670-75.0% |
| Participant deferral / active EE | $933 | $3,411-72.7% | $5,680-83.6% | $4,125-77.4% |
| Admin fee / account holder | $696 | $5,956-88.3% | $13,210-94.7% | $5,651-87.7% |