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 9-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 | $26,438 | $48,795-45.8% | $65,493-59.6% | $84,808-68.8% |
| Participation rate | 40.9% | 67.0%-26.1pp | 73.1%-32.2pp | 68.3%-27.4pp |
| Annual return | 17.16% | 20.20%-3.0pp | 982.45%-965.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $619 | $1,930-67.9% | $2,574-76.0% | $2,631-76.5% |
| Participant deferral / active EE | $1,714 | $2,928-41.5% | $3,961-56.7% | $4,212-59.3% |
| Admin fee / account holder | $881 | $3,877-77.3% | $5,028-82.5% | $7,344-88.0% |