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 | $13,822 | $58,208-76.3% | $81,812-83.1% | $80,856-82.9% |
| Participation rate | 57.1% | 63.4%-6.3pp | 72.3%-15.2pp | 67.6%-10.5pp |
| Annual return | 15.39% | 41.66%-26.3pp | 773.79%-758.4pp | 35.59%-20.2pp |
| Employer contribution / active EE | $538 | $2,340-77.0% | $2,912-81.5% | $2,755-80.5% |
| Participant deferral / active EE | $2,660 | $3,281-18.9% | $4,319-38.4% | $4,296-38.1% |
| Admin fee / account holder | $2,540 | $4,981-49.0% | $7,386-65.6% | $6,918-63.3% |