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 | $54,705-11.7% | $71,209-32.1% | $84,808-43.0% |
| Participation rate | 47.5% | 64.1%-16.6pp | 73.8%-26.3pp | 68.3%-20.8pp |
| Annual return | 19.65% | 35.90%-16.2pp | 282.51%-262.9pp | 40.90%-21.2pp |
| Employer contribution / active EE | $838 | $2,158-61.1% | $2,721-69.2% | $2,631-68.1% |
| Participant deferral / active EE | $3,839 | $3,030+26.7% | $4,175-8.1% | $4,212-8.8% |
| Admin fee / account holder | $373 | $4,863-92.3% | $5,349-93.0% | $7,344-94.9% |