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 | $16,676 | $109,982-84.8% | $97,226-82.8% | $145,922-88.6% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 17.28% | 242.90%-225.6pp | 75.13%-57.9pp | 561.29%-544.0pp |
| Employer contribution / active EE | $521 | $3,084-83.1% | $2,729-80.9% | $4,660-88.8% |
| Participant deferral / active EE | $1,128 | $4,676-75.9% | $4,264-73.5% | $6,688-83.1% |
| Admin fee / account holder | $1,071 | $6,221-82.8% | $5,654-81.1% | $13,397-92.0% |