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 | $48,524 | $77,634-37.5% | $156,549-69.0% | $62,891-22.8% |
| Participation rate | 36.0% | 71.2%-35.2pp | 84.0%-48.0pp | 69.3%-33.3pp |
| Annual return | 9.54% | 50.32%-40.8pp | 32.23%-22.7pp | 20.14%-10.6pp |
| Employer contribution / active EE | $740 | $3,444-78.5% | $5,501-86.5% | $2,281-67.6% |
| Participant deferral / active EE | $1,885 | $3,045-38.1% | $4,871-61.3% | $3,203-41.2% |
| Admin fee / account holder | $3,868 | $5,561-30.4% | $13,027-70.3% | $4,296-10.0% |