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 9-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 | $29,960 | $105,126-71.5% | $94,646-68.3% | $139,434-78.5% |
| Participation rate | 57.9% | 82.4%-24.5pp | 80.8%-22.9pp | 80.3%-22.4pp |
| Annual return | 38.01% | 38.03%0pp | 156.71%-118.7pp | 372.94%-334.9pp |
| Employer contribution / active EE | $1,141 | $4,106-72.2% | $3,672-68.9% | $4,751-76.0% |
| Participant deferral / active EE | $3,148 | $7,599-58.6% | $7,418-57.6% | $6,710-53.1% |
| Admin fee / account holder | $711 | $8,984-92.1% | $7,231-90.2% | $11,403-93.8% |