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 7-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 | $26,859 | $78,672-65.9% | $109,143-75.4% | $85,850-68.7% |
| Participation rate | 40.9% | 68.3%-27.4pp | 75.9%-35.0pp | 69.3%-28.4pp |
| Annual return | 16.13% | 25.09%-9.0pp | 25.75%-9.6pp | 318.53%-302.4pp |
| Employer contribution / active EE | $940 | $2,735-65.6% | $3,722-74.7% | $2,565-63.4% |
| Participant deferral / active EE | $1,949 | $3,467-43.8% | $4,653-58.1% | $3,952-50.7% |
| Admin fee / account holder | $416 | $5,469-92.4% | $6,752-93.8% | $6,260-93.4% |