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 | $15,795 | $24,730-36.1% | $66,042-76.1% | $84,808-81.4% |
| Participation rate | 63.7% | 68.1%-4.3pp | 67.5%-3.8pp | 68.3%-4.6pp |
| Annual return | 17.69% | 79.55%-61.9pp | 52.11%-34.4pp | 40.90%-23.2pp |
| Employer contribution / active EE | $649 | $857-24.2% | $1,579-58.9% | $2,631-75.3% |
| Participant deferral / active EE | $1,760 | $1,737+1.4% | $2,835-37.9% | $4,212-58.2% |
| Admin fee / account holder | $1,714 | $3,014-43.1% | $5,747-70.2% | $7,344-76.7% |