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 | $12,562 | $104,664-88.0% | $85,682-85.3% | $167,490-92.5% |
| Participation rate | 44.4% | 76.4%-31.9pp | 69.9%-25.4pp | 82.1%-37.7pp |
| Annual return | 17.75% | 21.45%-3.7pp | 21.49%-3.7pp | 478.56%-460.8pp |
| Employer contribution / active EE | $717 | $3,337-78.5% | $2,618-72.6% | $4,837-85.2% |
| Participant deferral / active EE | $3,176 | $4,824-34.2% | $3,923-19.0% | $6,341-49.9% |
| Admin fee / account holder | $889 | $10,032-91.1% | $6,873-87.1% | $12,309-92.8% |