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 9-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 | $25,039 | $49,173-49.1% | $121,098-79.3% | $75,163-66.7% |
| Participation rate | 40.0% | 55.4%-15.4pp | 69.5%-29.5pp | 67.2%-27.2pp |
| Annual return | 22.47% | 55.99%-33.5pp | 985.75%-963.3pp | 160.62%-138.2pp |
| Employer contribution / active EE | $591 | $1,546-61.8% | $4,164-85.8% | $2,670-77.9% |
| Participant deferral / active EE | $1,476 | $2,628-43.8% | $4,080-63.8% | $4,125-64.2% |
| Admin fee / account holder | $2,198 | $3,942-44.2% | $5,644-61.1% | $5,651-61.1% |