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 | $43,656 | $117,983-63.0% | $101,794-57.1% | $142,382-69.3% |
| Participation rate | 56.5% | 74.2%-17.7pp | 69.2%-12.7pp | 80.1%-23.6pp |
| Annual return | 15.23% | 36.92%-21.7pp | 30.53%-15.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $477 | $2,773-82.8% | $2,289-79.1% | $4,299-88.9% |
| Participant deferral / active EE | $2,043 | $4,714-56.6% | $4,084-50.0% | $6,507-68.6% |
| Admin fee / account holder | $553 | $10,433-94.7% | $8,777-93.7% | $12,624-95.6% |