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 8-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 | $44,700 | $109,904-59.3% | $97,167-54.0% | $145,959-69.4% |
| Participation rate | 42.9% | 75.9%-33.1pp | 72.7%-29.8pp | 80.3%-37.4pp |
| Annual return | 21.68% | 243.43%-221.7pp | 75.27%-53.6pp | 561.95%-540.3pp |
| Employer contribution / active EE | $556 | $3,084-82.0% | $2,729-79.6% | $4,661-88.1% |
| Participant deferral / active EE | $2,187 | $4,676-53.2% | $4,264-48.7% | $6,689-67.3% |
| Admin fee / account holder | $3,069 | $6,216-50.6% | $5,650-45.7% | $13,398-77.1% |