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 | $21,487 | $77,899-72.4% | $149,673-85.6% | $75,163-71.4% |
| Participation rate | 14.9% | 65.6%-50.7pp | 78.8%-63.9pp | 67.2%-52.3pp |
| Annual return | 20.91% | 31.72%-10.8pp | 134.42%-113.5pp | 160.62%-139.7pp |
| Employer contribution / active EE | $406 | $3,137-87.1% | $4,818-91.6% | $2,670-84.8% |
| Participant deferral / active EE | $1,014 | $3,411-70.3% | $5,680-82.1% | $4,125-75.4% |
| Admin fee / account holder | $1,046 | $5,956-82.4% | $13,210-92.1% | $5,651-81.5% |