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 | $60,343 | $101,069-40.3% | $81,478-25.9% | $147,584-59.1% |
| Participation rate | 57.1% | 74.5%-17.3pp | 68.0%-10.8pp | 82.8%-25.7pp |
| Annual return | 12.06% | 32.40%-20.3pp | 38.78%-26.7pp | 578.55%-566.5pp |
| Employer contribution / active EE | $1,231 | $3,205-61.6% | $2,568-52.0% | $4,876-74.7% |
| Participant deferral / active EE | $2,988 | $4,242-29.6% | $3,537-15.5% | $5,439-45.1% |
| Admin fee / account holder | $4,264 | $5,812-26.6% | $4,561-6.5% | $10,885-60.8% |