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 | $17,078 | $27,915-38.8% | $58,482-70.8% | $75,163-77.3% |
| Participation rate | 20.0% | 38.8%-18.8pp | 50.9%-30.9pp | 67.2%-47.2pp |
| Annual return | 19.24% | 44.20%-25.0pp | 4239.32%-4220.1pp | 160.62%-141.4pp |
| Employer contribution / active EE | $457 | $669-31.7% | $1,053-56.6% | $2,670-82.9% |
| Participant deferral / active EE | $1,240 | $1,201+3.2% | $1,924-35.5% | $4,125-69.9% |
| Admin fee / account holder | $1,054 | $1,726-38.9% | $2,516-58.1% | $5,651-81.3% |