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 | $35,509 | $58,208-39.0% | $81,812-56.6% | $80,856-56.1% |
| Participation rate | 20.0% | 63.4%-43.4pp | 72.3%-52.3pp | 67.6%-47.6pp |
| Annual return | 19.76% | 41.66%-21.9pp | 773.79%-754.0pp | 35.59%-15.8pp |
| Employer contribution / active EE | $584 | $2,340-75.0% | $2,912-79.9% | $2,755-78.8% |
| Participant deferral / active EE | $970 | $3,281-70.4% | $4,319-77.5% | $4,296-77.4% |
| Admin fee / account holder | $1,018 | $4,981-79.6% | $7,386-86.2% | $6,918-85.3% |