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 8-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 | $23,797 | $85,202-72.1% | $172,739-86.2% | $72,985-67.4% |
| Participation rate | 55.4% | 70.1%-14.7pp | 82.6%-27.3pp | 69.5%-14.1pp |
| Annual return | 23.92% | 27.32%-3.4pp | 802.84%-778.9pp | 81.00%-57.1pp |
| Employer contribution / active EE | $898 | $3,324-73.0% | $5,143-82.5% | $2,440-63.2% |
| Participant deferral / active EE | $2,046 | $3,260-37.2% | $5,198-60.6% | $3,607-43.3% |
| Admin fee / account holder | $427 | $5,884-92.7% | $13,954-96.9% | $5,124-91.7% |