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 | $43,691 | $114,381-61.8% | $107,525-59.4% | $142,382-69.3% |
| Participation rate | 44.4% | 78.1%-33.7pp | 75.1%-30.6pp | 80.1%-35.7pp |
| Annual return | 17.79% | 242.71%-224.9pp | 181.32%-163.5pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,371 | $4,015-65.9% | $3,754-63.5% | $4,299-68.1% |
| Participant deferral / active EE | $3,402 | $5,564-38.9% | $5,116-33.5% | $6,507-47.7% |
| Admin fee / account holder | $974 | $9,860-90.1% | $8,919-89.1% | $12,624-92.3% |