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 | $12,865 | $129,217-90.0% | $93,406-86.2% | $158,922-91.9% |
| Participation rate | 41.2% | 71.0%-29.8pp | 66.8%-25.6pp | 82.0%-40.8pp |
| Annual return | 17.25% | 118.21%-101.0pp | 78.05%-60.8pp | 302.83%-285.6pp |
| Employer contribution / active EE | $1,279 | $2,711-52.8% | $2,075-38.4% | $4,761-73.1% |
| Participant deferral / active EE | $1,983 | $3,909-49.3% | $3,126-36.5% | $5,982-66.8% |
| Admin fee / account holder | $3,377 | $7,383-54.3% | $5,230-35.4% | $11,246-70.0% |