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 | $28,454 | $108,642-73.8% | $74,701-61.9% | $152,861-81.4% |
| Participation rate | 42.1% | 65.3%-23.2pp | 54.5%-12.4pp | 82.4%-40.3pp |
| Annual return | 23.36% | 114.06%-90.7pp | 752.92%-729.6pp | 345.32%-322.0pp |
| Employer contribution / active EE | $753 | $1,503-49.9% | $1,084-30.6% | $4,762-84.2% |
| Participant deferral / active EE | $1,671 | $2,712-38.4% | $1,964-14.9% | $5,850-71.4% |
| Admin fee / account holder | $917 | $4,902-81.3% | $3,333-72.5% | $11,596-92.1% |