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 | $18,304 | $85,202-78.5% | $172,739-89.4% | $72,985-74.9% |
| Participation rate | 44.2% | 70.1%-25.9pp | 82.6%-38.5pp | 69.5%-25.3pp |
| Annual return | 24.41% | 27.32%-2.9pp | 802.84%-778.4pp | 81.00%-56.6pp |
| Employer contribution / active EE | $809 | $3,324-75.7% | $5,143-84.3% | $2,440-66.9% |
| Participant deferral / active EE | $1,355 | $3,260-58.4% | $5,198-73.9% | $3,607-62.4% |
| Admin fee / account holder | $445 | $5,884-92.4% | $13,954-96.8% | $5,124-91.3% |