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 | $18,021 | $61,272-70.6% | $149,673-88.0% | $71,457-74.8% |
| Participation rate | 39.4% | 62.5%-23.1pp | 78.8%-39.3pp | 67.9%-28.5pp |
| Annual return | 16.09% | 35.85%-19.8pp | 134.42%-118.3pp | 28.85%-12.8pp |
| Employer contribution / active EE | $690 | $2,378-71.0% | $4,818-85.7% | $2,588-73.3% |
| Participant deferral / active EE | $1,213 | $2,917-58.4% | $5,680-78.7% | $4,289-71.7% |
| Admin fee / account holder | $647 | $1,261-48.7% | $13,210-95.1% | $1,587-59.3% |