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 6-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 | $48,523 | $165,912-70.8% | $122,332-60.3% | $147,584-67.1% |
| Participation rate | 25.0% | 79.6%-54.6pp | 71.6%-46.6pp | 82.8%-57.8pp |
| Annual return | 16.86% | 34.55%-17.7pp | 30.27%-13.4pp | 578.55%-561.7pp |
| Employer contribution / active EE | $350 | $5,754-93.9% | $4,050-91.4% | $4,876-92.8% |
| Participant deferral / active EE | $6,365 | $4,005+58.9% | $3,287+93.7% | $5,439+17.0% |
| Admin fee / account holder | $1,233 | $7,424-83.4% | $5,478-77.5% | $10,885-88.7% |