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 | $25,947 | $53,516-51.5% | $126,539-79.5% | $84,808-69.4% |
| Participation rate | 69.8% | 58.2%+11.6pp | 69.8%0pp | 68.3%+1.5pp |
| Annual return | 20.07% | 58.34%-38.3pp | 425.95%-405.9pp | 40.90%-20.8pp |
| Employer contribution / active EE | $1,066 | $1,535-30.6% | $3,674-71.0% | $2,631-59.5% |
| Participant deferral / active EE | $1,864 | $2,671-30.2% | $4,083-54.3% | $4,212-55.7% |
| Admin fee / account holder | $429 | $4,497-90.5% | $6,065-92.9% | $7,344-94.2% |