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 9-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 | $55,292 | $114,381-51.7% | $107,525-48.6% | $142,382-61.2% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 17.63% | 242.71%-225.1pp | 181.32%-163.7pp | 217.08%-199.4pp |
| Employer contribution / active EE | $959 | $4,015-76.1% | $3,754-74.4% | $4,299-77.7% |
| Participant deferral / active EE | $2,428 | $5,564-56.4% | $5,116-52.5% | $6,507-62.7% |
| Admin fee / account holder | $1,920 | $9,860-80.5% | $8,919-78.5% | $12,624-84.8% |