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 | $31,524 | $29,319+7.5% | $52,425-39.9% | $82,448-61.8% |
| Participation rate | 19.4% | 46.9%-27.4pp | 55.6%-36.2pp | 68.1%-48.6pp |
| Annual return | 16.54% | 535.20%-518.7pp | 302.12%-285.6pp | 41.64%-25.1pp |
| Employer contribution / active EE | $458 | $586-21.9% | $914-49.9% | $2,551-82.0% |
| Participant deferral / active EE | $995 | $1,171-15.0% | $1,790-44.4% | $4,139-76.0% |
| Admin fee / account holder | $903 | $1,962-54.0% | $2,495-63.8% | $7,234-87.5% |