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 | $24,045 | $109,982-78.1% | $97,226-75.3% | $145,922-83.5% |
| Participation rate | 66.7% | 75.9%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 16.50% | 242.90%-226.4pp | 75.13%-58.6pp | 561.29%-544.8pp |
| Employer contribution / active EE | $559 | $3,084-81.9% | $2,729-79.5% | $4,660-88.0% |
| Participant deferral / active EE | $2,256 | $4,676-51.8% | $4,264-47.1% | $6,688-66.3% |
| Admin fee / account holder | $1,049 | $6,221-83.1% | $5,654-81.5% | $13,397-92.2% |