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 | $37,277 | $48,795-23.6% | $65,493-43.1% | $84,808-56.0% |
| Participation rate | 41.7% | 67.0%-25.3pp | 73.1%-31.4pp | 68.3%-26.6pp |
| Annual return | 15.93% | 20.20%-4.3pp | 982.45%-966.5pp | 40.90%-25.0pp |
| Employer contribution / active EE | $454 | $1,930-76.5% | $2,574-82.4% | $2,631-82.7% |
| Participant deferral / active EE | $1,404 | $2,928-52.0% | $3,961-64.5% | $4,212-66.7% |
| Admin fee / account holder | $1,477 | $3,877-61.9% | $5,028-70.6% | $7,344-79.9% |