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 | $37,850 | $106,584-64.5% | $101,326-62.6% | $142,382-73.4% |
| Participation rate | 46.2% | 82.7%-36.5pp | 81.5%-35.3pp | 80.1%-34.0pp |
| Annual return | 16.17% | 36.93%-20.8pp | 36.82%-20.6pp | 217.08%-200.9pp |
| Employer contribution / active EE | $869 | $3,956-78.0% | $3,665-76.3% | $4,299-79.8% |
| Participant deferral / active EE | $2,385 | $8,297-71.3% | $7,994-70.2% | $6,507-63.3% |
| Admin fee / account holder | $2,167 | $11,446-81.1% | $11,185-80.6% | $12,624-82.8% |