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 | $28,084 | $84,695-66.8% | $73,843-62.0% | $125,391-77.6% |
| Participation rate | 42.9% | 76.8%-33.9pp | 73.4%-30.6pp | 83.2%-40.3pp |
| Annual return | 12.02% | 3123.53%-3111.5pp | 2267.84%-2255.8pp | 282.22%-270.2pp |
| Employer contribution / active EE | $807 | $3,123-74.2% | $2,787-71.1% | $4,866-83.4% |
| Participant deferral / active EE | $1,503 | $3,992-62.3% | $3,583-58.0% | $5,352-71.9% |
| Admin fee / account holder | $574 | $5,691-89.9% | $4,880-88.2% | $9,540-94.0% |