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 7-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 | $69,630 | $90,348-22.9% | $75,972-8.3% | $145,922-52.3% |
| Participation rate | 26.3% | 74.5%-48.1pp | 69.1%-42.7pp | 80.3%-54.0pp |
| Annual return | 11.09% | 620.88%-609.8pp | 359.55%-348.5pp | 561.29%-550.2pp |
| Employer contribution / active EE | $606 | $3,311-81.7% | $2,685-77.4% | $4,660-87.0% |
| Participant deferral / active EE | $2,614 | $5,162-49.4% | $4,255-38.6% | $6,688-60.9% |
| Admin fee / account holder | $6,615 | $8,467-21.9% | $6,467+2.3% | $13,397-50.6% |