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 | $21,187 | $95,416-77.8% | $185,823-88.6% | $85,850-75.3% |
| Participation rate | 29.6% | 68.8%-39.1pp | 81.7%-52.1pp | 69.3%-39.7pp |
| Annual return | 17.14% | 23.59%-6.4pp | 122.05%-104.9pp | 318.53%-301.4pp |
| Employer contribution / active EE | $619 | $3,314-81.3% | $5,167-88.0% | $2,565-75.9% |
| Participant deferral / active EE | $1,448 | $3,423-57.7% | $5,568-74.0% | $3,952-63.3% |
| Admin fee / account holder | $355 | $7,213-95.1% | $16,237-97.8% | $6,260-94.3% |