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 | $48,319 | $51,638-6.4% | $68,368-29.3% | $82,448-41.4% |
| Participation rate | 47.5% | 63.6%-16.1pp | 73.8%-26.3pp | 68.1%-20.6pp |
| Annual return | 19.65% | 37.53%-17.9pp | 292.57%-272.9pp | 41.64%-22.0pp |
| Employer contribution / active EE | $838 | $2,047-59.0% | $2,649-68.3% | $2,551-67.1% |
| Participant deferral / active EE | $3,839 | $2,914+31.8% | $4,123-6.9% | $4,139-7.3% |
| Admin fee / account holder | $373 | $4,643-92.0% | $5,150-92.8% | $7,234-94.8% |