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 | $26,080 | $51,638-49.5% | $68,368-61.9% | $82,448-68.4% |
| Participation rate | 32.1% | 63.6%-31.5pp | 73.8%-41.6pp | 68.1%-35.9pp |
| Annual return | 14.96% | 37.53%-22.6pp | 292.57%-277.6pp | 41.64%-26.7pp |
| Employer contribution / active EE | $618 | $2,047-69.8% | $2,649-76.7% | $2,551-75.8% |
| Participant deferral / active EE | $890 | $2,914-69.5% | $4,123-78.4% | $4,139-78.5% |
| Admin fee / account holder | $550 | $4,643-88.2% | $5,150-89.3% | $7,234-92.4% |