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 | $47,182 | $81,208-41.9% | $98,907-52.3% | $79,858-40.9% |
| Participation rate | 64.4% | 72.5%-8.1pp | 76.0%-11.6pp | 69.6%-5.2pp |
| Annual return | 15.50% | 60.99%-45.5pp | 196.43%-180.9pp | 31.71%-16.2pp |
| Employer contribution / active EE | $537 | $1,960-72.6% | $2,689-80.0% | $2,471-78.3% |
| Participant deferral / active EE | $1,634 | $3,265-49.9% | $4,244-61.5% | $3,740-56.3% |
| Admin fee / account holder | $2,258 | $6,013-62.4% | $6,642-66.0% | $5,306-57.4% |