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 | $23,789 | $175,202-86.4% | $149,673-84.1% | $139,434-82.9% |
| Participation rate | 63.6% | 83.4%-19.7pp | 78.8%-15.1pp | 80.3%-16.7pp |
| Annual return | 22.35% | 166.71%-144.4pp | 134.42%-112.1pp | 372.94%-350.6pp |
| Employer contribution / active EE | $1,560 | $5,474-71.5% | $4,818-67.6% | $4,751-67.2% |
| Participant deferral / active EE | $2,124 | $6,519-67.4% | $5,680-62.6% | $6,710-68.3% |
| Admin fee / account holder | $525 | $16,150-96.7% | $13,210-96.0% | $11,403-95.4% |