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 7-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 | $44,815 | $80,717-44.5% | $154,803-71.1% | $84,808-47.2% |
| Participation rate | 48.1% | 66.8%-18.7pp | 78.1%-29.9pp | 68.3%-20.2pp |
| Annual return | 29.02% | 37.96%-8.9pp | 58.88%-29.9pp | 40.90%-11.9pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,669 | $3,303-19.2% | $5,540-51.8% | $4,212-36.6% |
| Admin fee / account holder | $1,754 | $6,746-74.0% | $14,329-87.8% | $7,344-76.1% |