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 | $14,518 | $74,888-80.6% | $71,209-79.6% | $142,382-89.8% |
| Participation rate | 45.5% | 76.2%-30.8pp | 73.8%-28.3pp | 80.1%-34.7pp |
| Annual return | 17.38% | 345.14%-327.8pp | 282.51%-265.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $457 | $2,854-84.0% | $2,721-83.2% | $4,299-89.4% |
| Participant deferral / active EE | $724 | $4,454-83.7% | $4,175-82.6% | $6,507-88.9% |
| Admin fee / account holder | $545 | $5,568-90.2% | $5,349-89.8% | $12,624-95.7% |