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 | $43,724 | $56,053-22.0% | $75,972-42.4% | $80,856-45.9% |
| Participation rate | 22.7% | 62.0%-39.3pp | 69.1%-46.3pp | 67.6%-44.9pp |
| Annual return | 15.01% | 20.53%-5.5pp | 359.55%-344.5pp | 35.59%-20.6pp |
| Employer contribution / active EE | $476 | $1,874-74.6% | $2,685-82.3% | $2,755-82.7% |
| Participant deferral / active EE | $1,389 | $3,052-54.5% | $4,255-67.4% | $4,296-67.7% |
| Admin fee / account holder | $2,583 | $5,234-50.7% | $6,467-60.1% | $6,918-62.7% |