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 6-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 | $28,607 | $158,398-81.9% | $126,539-77.4% | $142,382-79.9% |
| Participation rate | 60.0% | 75.8%-15.8pp | 69.8%-9.8pp | 80.1%-20.1pp |
| Annual return | 17.90% | 593.76%-575.9pp | 425.95%-408.0pp | 217.08%-199.2pp |
| Employer contribution / active EE | $765 | $4,650-83.6% | $3,674-79.2% | $4,299-82.2% |
| Participant deferral / active EE | $1,911 | $4,767-59.9% | $4,083-53.2% | $6,507-70.6% |
| Admin fee / account holder | $4,071 | $6,918-41.2% | $6,065-32.9% | $12,624-67.7% |