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 9-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 | $24,948 | $96,635-74.2% | $86,612-71.2% | $139,434-82.1% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 12.97% | 106.41%-93.4pp | 591.07%-578.1pp | 372.94%-360.0pp |
| Employer contribution / active EE | $992 | $3,263-69.6% | $3,022-67.2% | $4,751-79.1% |
| Participant deferral / active EE | $4,150 | $4,836-14.2% | $4,438-6.5% | $6,710-38.2% |
| Admin fee / account holder | $1,268 | $6,408-80.2% | $5,614-77.4% | $11,403-88.9% |