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 | $33,573 | $87,733-61.7% | $106,548-68.5% | $85,850-60.9% |
| Participation rate | 21.8% | 71.9%-50.1pp | 76.1%-54.3pp | 69.3%-47.5pp |
| Annual return | 17.97% | 21.86%-3.9pp | 26.80%-8.8pp | 318.53%-300.6pp |
| Employer contribution / active EE | $846 | $2,073-59.2% | $2,819-70.0% | $2,565-67.0% |
| Participant deferral / active EE | $1,620 | $3,469-53.3% | $4,398-63.2% | $3,952-59.0% |
| Admin fee / account holder | $686 | $6,767-89.9% | $7,407-90.7% | $6,260-89.0% |