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 | $62,191 | $133,922-53.6% | $116,228-46.5% | $142,382-56.3% |
| Participation rate | 26.3% | 77.9%-51.5pp | 74.6%-48.2pp | 80.1%-53.8pp |
| Annual return | 22.51% | 147.76%-125.2pp | 90.06%-67.5pp | 217.08%-194.6pp |
| Employer contribution / active EE | $876 | $3,446-74.6% | $2,994-70.8% | $4,299-79.6% |
| Participant deferral / active EE | $1,681 | $5,672-70.4% | $4,953-66.1% | $6,507-74.2% |
| Admin fee / account holder | $393 | $14,945-97.4% | $11,989-96.7% | $12,624-96.9% |