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 | $18,373 | $53,822-65.9% | $75,696-75.7% | $85,850-78.6% |
| Participation rate | 54.4% | 69.1%-14.6pp | 74.8%-20.4pp | 69.3%-14.9pp |
| Annual return | 33.37% | 24.54%+8.8pp | 104.53%-71.2pp | 318.53%-285.2pp |
| Employer contribution / active EE | $534 | $2,017-73.5% | $2,743-80.5% | $2,565-79.2% |
| Participant deferral / active EE | $1,650 | $2,895-43.0% | $3,821-56.8% | $3,952-58.2% |
| Admin fee / account holder | $753 | $3,343-77.5% | $3,619-79.2% | $6,260-88.0% |