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 | $27,522 | $29,319-6.1% | $52,425-47.5% | $82,448-66.6% |
| Participation rate | 21.0% | 46.9%-25.9pp | 55.6%-34.7pp | 68.1%-47.1pp |
| Annual return | 20.16% | 535.20%-515.0pp | 302.12%-282.0pp | 41.64%-21.5pp |
| Employer contribution / active EE | $413 | $586-29.6% | $914-54.8% | $2,551-83.8% |
| Participant deferral / active EE | $743 | $1,171-36.5% | $1,790-58.5% | $4,139-82.0% |
| Admin fee / account holder | $1,048 | $1,962-46.6% | $2,495-58.0% | $7,234-85.5% |