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 7-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 | $45,953 | $118,680-61.3% | $98,907-53.5% | $158,922-71.1% |
| Participation rate | 57.1% | 77.8%-20.7pp | 76.0%-18.9pp | 82.0%-24.8pp |
| Annual return | 21.19% | 372.35%-351.2pp | 196.43%-175.2pp | 302.83%-281.6pp |
| Employer contribution / active EE | $904 | $3,333-72.9% | $2,689-66.4% | $4,761-81.0% |
| Participant deferral / active EE | $6,025 | $5,088+18.4% | $4,244+42.0% | $5,982+0.7% |
| Admin fee / account holder | $4,321 | $10,131-57.4% | $6,642-34.9% | $11,246-61.6% |