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 | $15,630 | $96,635-83.8% | $86,612-82.0% | $139,434-88.8% |
| Participation rate | 57.9% | 74.4%-16.5pp | 71.7%-13.8pp | 80.3%-22.4pp |
| Annual return | 15.13% | 106.41%-91.3pp | 591.07%-575.9pp | 372.94%-357.8pp |
| Employer contribution / active EE | $1,051 | $3,263-67.8% | $3,022-65.2% | $4,751-77.9% |
| Participant deferral / active EE | $1,883 | $4,836-61.1% | $4,438-57.6% | $6,710-71.9% |
| Admin fee / account holder | $4,902 | $6,408-23.5% | $5,614-12.7% | $11,403-57.0% |