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 | $28,193 | $109,327-74.2% | $89,391-68.5% | $158,922-82.3% |
| Participation rate | 21.7% | 74.3%-52.5pp | 68.0%-46.2pp | 82.0%-60.2pp |
| Annual return | 17.80% | 345.68%-327.9pp | 245.62%-227.8pp | 302.83%-285.0pp |
| Employer contribution / active EE | $462 | $3,170-85.4% | $2,586-82.1% | $4,761-90.3% |
| Participant deferral / active EE | $1,056 | $4,598-77.0% | $3,890-72.9% | $5,982-82.3% |
| Admin fee / account holder | $383 | $6,153-93.8% | $4,881-92.2% | $11,246-96.6% |