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 | $32,666 | $56,053-41.7% | $75,972-57.0% | $80,856-59.6% |
| Participation rate | 48.1% | 62.0%-13.9pp | 69.1%-20.9pp | 67.6%-19.5pp |
| Annual return | 20.26% | 20.53%-0.3pp | 359.55%-339.3pp | 35.59%-15.3pp |
| Employer contribution / active EE | $648 | $1,874-65.4% | $2,685-75.8% | $2,755-76.5% |
| Participant deferral / active EE | $1,769 | $3,052-42.0% | $4,255-58.4% | $4,296-58.8% |
| Admin fee / account holder | $3,246 | $5,234-38.0% | $6,467-49.8% | $6,918-53.1% |