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 | $22,661 | $175,202-87.1% | $149,673-84.9% | $139,434-83.7% |
| Participation rate | 47.1% | 83.4%-36.3pp | 78.8%-31.7pp | 80.3%-33.3pp |
| Annual return | 27.04% | 166.71%-139.7pp | 134.42%-107.4pp | 372.94%-345.9pp |
| Employer contribution / active EE | $1,284 | $5,474-76.5% | $4,818-73.4% | $4,751-73.0% |
| Participant deferral / active EE | $2,729 | $6,519-58.1% | $5,680-51.9% | $6,710-59.3% |
| Admin fee / account holder | $1,386 | $16,150-91.4% | $13,210-89.5% | $11,403-87.8% |