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 | $70,606-79.1% | $53,898-72.6% | $142,382-89.6% |
| Participation rate | 42.1% | 63.7%-21.6pp | 55.0%-12.9pp | 80.1%-38.0pp |
| Annual return | 17.20% | 619.81%-602.6pp | 528.60%-511.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $742 | $1,202-38.3% | $932-20.4% | $4,299-82.7% |
| Participant deferral / active EE | $1,020 | $2,364-56.9% | $1,826-44.2% | $6,507-84.3% |
| Admin fee / account holder | $417 | $2,852-85.4% | $2,491-83.3% | $12,624-96.7% |