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 | $118,427-45.8% | $66,042-2.7% | $142,382-54.9% |
| Participation rate | 38.9% | 68.1%-29.2pp | 67.5%-28.6pp | 80.1%-41.2pp |
| Annual return | 17.40% | 35.57%-18.2pp | 52.11%-34.7pp | 217.08%-199.7pp |
| Employer contribution / active EE | $800 | $2,570-68.9% | $1,579-49.4% | $4,299-81.4% |
| Participant deferral / active EE | $1,581 | $4,311-63.3% | $2,835-44.2% | $6,507-75.7% |
| Admin fee / account holder | $586 | $9,593-93.9% | $5,747-89.8% | $12,624-95.4% |