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 | $24,818 | $72,400-65.7% | $67,502-63.2% | $145,922-83.0% |
| Participation rate | 52.2% | 76.9%-24.7pp | 72.9%-20.7pp | 80.3%-28.1pp |
| Annual return | 14.00% | 7182.46%-7168.5pp | 3512.12%-3498.1pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,047 | $3,069-65.9% | $2,731-61.7% | $4,660-77.5% |
| Participant deferral / active EE | $2,288 | $4,783-52.2% | $4,000-42.8% | $6,688-65.8% |
| Admin fee / account holder | $975 | $5,539-82.4% | $3,998-75.6% | $13,397-92.7% |