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 | $43,090 | $72,071-40.2% | $68,368-37.0% | $137,256-68.6% |
| Participation rate | 45.0% | 76.2%-31.2pp | 73.8%-28.8pp | 80.0%-35.0pp |
| Annual return | 19.62% | 353.14%-333.5pp | 292.57%-273.0pp | 220.34%-200.7pp |
| Employer contribution / active EE | $1,771 | $2,788-36.5% | $2,649-33.2% | $4,156-57.4% |
| Participant deferral / active EE | $3,487 | $4,410-20.9% | $4,123-15.4% | $6,407-45.6% |
| Admin fee / account holder | $311 | $5,336-94.2% | $5,150-94.0% | $12,270-97.5% |