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 | $12,456 | $104,974-88.1% | $95,585-87.0% | $142,382-91.3% |
| Participation rate | 61.1% | 75.0%-13.9pp | 72.1%-11.0pp | 80.1%-19.0pp |
| Annual return | 13.64% | 210.33%-196.7pp | 38.56%-24.9pp | 217.08%-203.4pp |
| Employer contribution / active EE | $505 | $2,779-81.8% | $2,527-80.0% | $4,299-88.3% |
| Participant deferral / active EE | $852 | $4,352-80.4% | $4,023-78.8% | $6,507-86.9% |
| Admin fee / account holder | $1,123 | $6,386-82.4% | $6,127-81.7% | $12,624-91.1% |