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 | $61,287 | $72,071-15.0% | $68,368-10.4% | $137,256-55.3% |
| Participation rate | 23.5% | 76.2%-52.7pp | 73.8%-50.2pp | 80.0%-56.4pp |
| Annual return | 17.55% | 353.14%-335.6pp | 292.57%-275.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $818 | $2,788-70.7% | $2,649-69.1% | $4,156-80.3% |
| Participant deferral / active EE | $3,173 | $4,410-28.1% | $4,123-23.0% | $6,407-50.5% |
| Admin fee / account holder | $581 | $5,336-89.1% | $5,150-88.7% | $12,270-95.3% |