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 | $31,288 | $85,202-63.3% | $172,739-81.9% | $72,985-57.1% |
| Participation rate | 18.6% | 70.1%-51.5pp | 82.6%-64.0pp | 69.5%-50.9pp |
| Annual return | 25.92% | 27.32%-1.4pp | 802.84%-776.9pp | 81.00%-55.1pp |
| Employer contribution / active EE | $637 | $3,324-80.8% | $5,143-87.6% | $2,440-73.9% |
| Participant deferral / active EE | $1,585 | $3,260-51.4% | $5,198-69.5% | $3,607-56.1% |
| Admin fee / account holder | $1,843 | $5,884-68.7% | $13,954-86.8% | $5,124-64.0% |