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 | $38,589 | $80,717-52.2% | $154,803-75.1% | $84,808-54.5% |
| Participation rate | 53.6% | 66.8%-13.2pp | 78.1%-24.5pp | 68.3%-14.7pp |
| Annual return | 135.53% | 37.96%+97.6pp | 58.88%+76.6pp | 40.90%+94.6pp |
| Employer contribution / active EE | $952 | $2,761-65.5% | $4,305-77.9% | $2,631-63.8% |
| Participant deferral / active EE | $2,953 | $3,303-10.6% | $5,540-46.7% | $4,212-29.9% |
| Admin fee / account holder | $715 | $6,746-89.4% | $14,329-95.0% | $7,344-90.3% |