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 | $16,565 | $96,635-82.9% | $86,612-80.9% | $139,434-88.1% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 15.02% | 106.41%-91.4pp | 591.07%-576.1pp | 372.94%-357.9pp |
| Employer contribution / active EE | $991 | $3,263-69.6% | $3,022-67.2% | $4,751-79.1% |
| Participant deferral / active EE | $1,880 | $4,836-61.1% | $4,438-57.6% | $6,710-72.0% |
| Admin fee / account holder | $631 | $6,408-90.1% | $5,614-88.8% | $11,403-94.5% |