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 | $13,202 | $96,635-86.3% | $86,612-84.8% | $139,434-90.5% |
| Participation rate | 39.1% | 74.4%-35.3pp | 71.7%-32.6pp | 80.3%-41.2pp |
| Annual return | 25.30% | 106.41%-81.1pp | 591.07%-565.8pp | 372.94%-347.6pp |
| Employer contribution / active EE | $814 | $3,263-75.1% | $3,022-73.1% | $4,751-82.9% |
| Participant deferral / active EE | $2,584 | $4,836-46.6% | $4,438-41.8% | $6,710-61.5% |
| Admin fee / account holder | $340 | $6,408-94.7% | $5,614-94.0% | $11,403-97.0% |