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 | $14,781 | $67,823-78.2% | $52,425-71.8% | $137,256-89.2% |
| Participation rate | 42.1% | 63.9%-21.8pp | 55.6%-13.5pp | 80.0%-37.9pp |
| Annual return | 17.20% | 219.11%-201.9pp | 302.12%-284.9pp | 220.34%-203.1pp |
| Employer contribution / active EE | $742 | $1,163-36.2% | $914-18.8% | $4,156-82.1% |
| Participant deferral / active EE | $1,020 | $2,288-55.4% | $1,790-43.0% | $6,407-84.1% |
| Admin fee / account holder | $417 | $2,844-85.4% | $2,495-83.3% | $12,270-96.6% |