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 9-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 | $17,711 | $53,127-66.7% | $86,590-79.5% | $70,131-74.7% |
| Participation rate | 36.9% | 65.3%-28.4pp | 73.5%-36.6pp | 69.5%-32.6pp |
| Annual return | 17.77% | 27.66%-9.9pp | 964.84%-947.1pp | 73.14%-55.4pp |
| Employer contribution / active EE | $831 | $2,068-59.8% | $2,839-70.7% | $2,342-64.5% |
| Participant deferral / active EE | $1,653 | $2,696-38.7% | $3,609-54.2% | $3,332-50.4% |
| Admin fee / account holder | $2,029 | $3,585-43.4% | $4,906-58.6% | $4,645-56.3% |