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 7-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 | $14,843 | $74,888-80.2% | $71,209-79.2% | $142,382-89.6% |
| Participation rate | 35.7% | 76.2%-40.5pp | 73.8%-38.0pp | 80.1%-44.4pp |
| Annual return | 16.21% | 345.14%-328.9pp | 282.51%-266.3pp | 217.08%-200.9pp |
| Employer contribution / active EE | $523 | $2,854-81.7% | $2,721-80.8% | $4,299-87.8% |
| Participant deferral / active EE | $853 | $4,454-80.8% | $4,175-79.6% | $6,507-86.9% |
| Admin fee / account holder | $759 | $5,568-86.4% | $5,349-85.8% | $12,624-94.0% |