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 | $33,196 | $81,632-59.3% | $70,449-52.9% | $158,922-79.1% |
| Participation rate | 63.6% | 77.7%-14.1pp | 75.1%-11.4pp | 82.0%-18.3pp |
| Annual return | 24.98% | 208.40%-183.4pp | 109.03%-84.0pp | 302.83%-277.8pp |
| Employer contribution / active EE | $573 | $3,217-82.2% | $2,737-79.1% | $4,761-88.0% |
| Participant deferral / active EE | $3,291 | $4,554-27.7% | $3,709-11.3% | $5,982-45.0% |
| Admin fee / account holder | $368 | $6,193-94.1% | $3,845-90.4% | $11,246-96.7% |