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 | $45,704 | $54,705-16.5% | $71,209-35.8% | $84,808-46.1% |
| Participation rate | 32.8% | 64.1%-31.3pp | 73.8%-40.9pp | 68.3%-35.5pp |
| Annual return | 21.73% | 35.90%-14.2pp | 282.51%-260.8pp | 40.90%-19.2pp |
| Employer contribution / active EE | $709 | $2,158-67.1% | $2,721-73.9% | $2,631-73.0% |
| Participant deferral / active EE | $1,719 | $3,030-43.3% | $4,175-58.8% | $4,212-59.2% |
| Admin fee / account holder | $3,726 | $4,863-23.4% | $5,349-30.3% | $7,344-49.3% |