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 8-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 | $32,211 | $54,705-41.1% | $71,209-54.8% | $84,808-62.0% |
| Participation rate | 18.9% | 64.1%-45.2pp | 73.8%-54.8pp | 68.3%-49.4pp |
| Annual return | 15.72% | 35.90%-20.2pp | 282.51%-266.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $792 | $3,030-73.9% | $4,175-81.0% | $4,212-81.2% |
| Admin fee / account holder | $687 | $4,863-85.9% | $5,349-87.1% | $7,344-90.6% |