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 | $13,496 | $149,040-90.9% | $120,225-88.8% | $137,256-90.2% |
| Participation rate | 26.3% | 75.4%-49.1pp | 69.6%-43.3pp | 80.0%-53.6pp |
| Annual return | 16.33% | 605.68%-589.4pp | 439.23%-422.9pp | 220.34%-204.0pp |
| Employer contribution / active EE | $298 | $4,350-93.1% | $3,475-91.4% | $4,156-92.8% |
| Participant deferral / active EE | $882 | $4,655-81.0% | $3,999-77.9% | $6,407-86.2% |
| Admin fee / account holder | $1,895 | $6,348-70.1% | $5,696-66.7% | $12,270-84.6% |