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 8-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 | $47,301 | $72,071-34.4% | $68,368-30.8% | $137,256-65.5% |
| Participation rate | 23.8% | 76.2%-52.4pp | 73.8%-49.9pp | 80.0%-56.2pp |
| Annual return | 17.61% | 353.14%-335.5pp | 292.57%-275.0pp | 220.34%-202.7pp |
| Employer contribution / active EE | $479 | $2,788-82.8% | $2,649-81.9% | $4,156-88.5% |
| Participant deferral / active EE | $1,355 | $4,410-69.3% | $4,123-67.1% | $6,407-78.8% |
| Admin fee / account holder | $558 | $5,336-89.5% | $5,150-89.2% | $12,270-95.5% |