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 | $30,198 | $115,770-73.9% | $101,248-70.2% | $158,922-81.0% |
| Participation rate | 30.0% | 79.4%-49.4pp | 75.8%-45.8pp | 82.0%-52.0pp |
| Annual return | 17.02% | 56.14%-39.1pp | 46.47%-29.5pp | 302.83%-285.8pp |
| Employer contribution / active EE | $967 | $4,175-76.8% | $3,660-73.6% | $4,761-79.7% |
| Participant deferral / active EE | $2,166 | $4,957-56.3% | $4,370-50.4% | $5,982-63.8% |
| Admin fee / account holder | $3,488 | $7,245-51.9% | $5,945-41.3% | $11,246-69.0% |