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 | $39,797 | $70,669-43.7% | $169,368-76.5% | $75,163-47.1% |
| Participation rate | 41.0% | 64.8%-23.8pp | 77.1%-36.2pp | 67.2%-26.2pp |
| Annual return | 17.92% | 36.36%-18.4pp | 405.60%-387.7pp | 160.62%-142.7pp |
| Employer contribution / active EE | $1,160 | $2,211-47.5% | $4,013-71.1% | $2,670-56.5% |
| Participant deferral / active EE | $2,784 | $4,311-35.4% | $6,221-55.3% | $4,125-32.5% |
| Admin fee / account holder | $2,535 | $5,402-53.1% | $9,003-71.8% | $5,651-55.1% |