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 6-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 | $29,304 | $159,602-81.6% | $150,045-80.5% | $142,382-79.4% |
| Participation rate | 52.6% | 84.0%-31.3pp | 82.3%-29.7pp | 80.1%-27.5pp |
| Annual return | 20.96% | 70.24%-49.3pp | 62.55%-41.6pp | 217.08%-196.1pp |
| Employer contribution / active EE | $1,301 | $4,961-73.8% | $4,693-72.3% | $4,299-69.7% |
| Participant deferral / active EE | $3,258 | $8,310-60.8% | $7,997-59.3% | $6,507-49.9% |
| Admin fee / account holder | $1,016 | $14,846-93.2% | $13,435-92.4% | $12,624-92.0% |