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 | $64,231 | $116,167-44.7% | $64,489-0.4% | $137,256-53.2% |
| Participation rate | 38.9% | 68.2%-29.3pp | 67.7%-28.8pp | 80.0%-41.1pp |
| Annual return | 17.40% | 36.55%-19.2pp | 55.03%-37.6pp | 220.34%-202.9pp |
| Employer contribution / active EE | $800 | $2,483-67.8% | $1,523-47.5% | $4,156-80.8% |
| Participant deferral / active EE | $1,581 | $4,215-62.5% | $2,778-43.1% | $6,407-75.3% |
| Admin fee / account holder | $586 | $6,188-90.5% | $4,260-86.3% | $12,270-95.2% |