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 | $23,338 | $150,187-84.5% | $120,354-80.6% | $145,922-84.0% |
| Participation rate | 57.1% | 78.8%-21.6pp | 71.9%-14.8pp | 80.3%-23.1pp |
| Annual return | 13.14% | 154.07%-140.9pp | 107.15%-94.0pp | 561.29%-548.1pp |
| Employer contribution / active EE | $986 | $4,348-77.3% | $3,463-71.5% | $4,660-78.8% |
| Participant deferral / active EE | $1,830 | $6,173-70.4% | $4,991-63.3% | $6,688-72.6% |
| Admin fee / account holder | $1,426 | $12,207-88.3% | $9,423-84.9% | $13,397-89.4% |