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 | $49,373 | $132,634-62.8% | $115,768-57.4% | $137,256-64.0% |
| Participation rate | 64.3% | 77.9%-13.6pp | 74.4%-10.1pp | 80.0%-15.7pp |
| Annual return | 11.86% | 160.70%-148.8pp | 100.46%-88.6pp | 220.34%-208.5pp |
| Employer contribution / active EE | $809 | $3,360-75.9% | $2,940-72.5% | $4,156-80.5% |
| Participant deferral / active EE | $3,157 | $5,619-43.8% | $4,917-35.8% | $6,407-50.7% |
| Admin fee / account holder | $1,423 | $15,028-90.5% | $12,439-88.6% | $12,270-88.4% |