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 | $24,510 | $105,181-76.7% | $159,436-84.6% | $85,850-71.4% |
| Participation rate | 25.0% | 75.8%-50.8pp | 82.8%-57.8pp | 69.3%-44.3pp |
| Annual return | 48.89% | 45.07%+3.8pp | 263.57%-214.7pp | 318.53%-269.6pp |
| Employer contribution / active EE | $909 | $3,318-72.6% | $4,829-81.2% | $2,565-64.6% |
| Participant deferral / active EE | $3,926 | $5,945-34.0% | $7,352-46.6% | $3,952-0.6% |
| Admin fee / account holder | $1,815 | $6,933-73.8% | $10,799-83.2% | $6,260-71.0% |