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 | $17,619 | $48,046-63.3% | $84,611-79.2% | $72,985-75.9% |
| Participation rate | 37.5% | 57.6%-20.1pp | 68.2%-30.7pp | 69.5%-32.0pp |
| Annual return | 31.32% | 37.38%-6.1pp | 258.74%-227.4pp | 81.00%-49.7pp |
| Employer contribution / active EE | $984 | $1,602-38.5% | $2,652-62.9% | $2,440-59.7% |
| Participant deferral / active EE | $2,051 | $2,680-23.5% | $3,899-47.4% | $3,607-43.2% |
| Admin fee / account holder | $436 | $3,395-87.2% | $4,912-91.1% | $5,124-91.5% |