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 | $21,555 | $57,281-62.4% | $86,612-75.1% | $75,163-71.3% |
| Participation rate | 31.0% | 63.2%-32.2pp | 71.7%-40.7pp | 67.2%-36.2pp |
| Annual return | 15.87% | 2670.75%-2654.9pp | 591.07%-575.2pp | 160.62%-144.7pp |
| Employer contribution / active EE | $472 | $2,314-79.6% | $3,022-84.4% | $2,670-82.3% |
| Participant deferral / active EE | $1,052 | $3,318-68.3% | $4,438-76.3% | $4,125-74.5% |
| Admin fee / account holder | $741 | $4,112-82.0% | $5,614-86.8% | $5,651-86.9% |