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 | $38,617 | $95,416-59.5% | $185,823-79.2% | $85,850-55.0% |
| Participation rate | 41.2% | 68.8%-27.6pp | 81.7%-40.5pp | 69.3%-28.1pp |
| Annual return | 15.54% | 23.59%-8.0pp | 122.05%-106.5pp | 318.53%-303.0pp |
| Employer contribution / active EE | $649 | $3,314-80.4% | $5,167-87.4% | $2,565-74.7% |
| Participant deferral / active EE | $1,270 | $3,423-62.9% | $5,568-77.2% | $3,952-67.9% |
| Admin fee / account holder | $5,533 | $7,213-23.3% | $16,237-65.9% | $6,260-11.6% |