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 | $16,361 | $55,472-70.5% | $155,567-89.5% | $74,546-78.1% |
| Participation rate | 58.7% | 61.9%-3.2pp | 78.2%-19.5pp | 67.2%-8.5pp |
| Annual return | 14.66% | 268.72%-254.1pp | 64.74%-50.1pp | 1366.03%-1351.4pp |
| Employer contribution / active EE | $826 | $2,269-63.6% | $4,674-82.3% | $2,624-68.5% |
| Participant deferral / active EE | $1,019 | $2,838-64.1% | $5,628-81.9% | $4,347-76.6% |
| Admin fee / account holder | $1,636 | $1,743-6.1% | $15,916-89.7% | $1,944-15.8% |