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 | $30,109 | $88,672-66.0% | $105,223-71.4% | $82,448-63.5% |
| Participation rate | 41.2% | 67.9%-26.7pp | 75.0%-33.9pp | 68.1%-26.9pp |
| Annual return | 16.67% | 30.86%-14.2pp | 180.65%-164.0pp | 41.64%-25.0pp |
| Employer contribution / active EE | $922 | $3,048-69.8% | $3,689-75.0% | $2,551-63.9% |
| Participant deferral / active EE | $1,729 | $4,036-57.2% | $5,072-65.9% | $4,139-58.2% |
| Admin fee / account holder | $1,333 | $7,146-81.3% | $8,859-85.0% | $7,234-81.6% |