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 9-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 | $44,189 | $112,881-60.9% | $90,951-51.4% | $158,922-72.2% |
| Participation rate | 61.5% | 74.7%-13.2pp | 69.0%-7.5pp | 82.0%-20.4pp |
| Annual return | 21.35% | 215.79%-194.4pp | 134.60%-113.3pp | 302.83%-281.5pp |
| Employer contribution / active EE | $1,028 | $2,893-64.5% | $2,122-51.5% | $4,761-78.4% |
| Participant deferral / active EE | $2,621 | $4,128-36.5% | $3,373-22.3% | $5,982-56.2% |
| Admin fee / account holder | $2,371 | $8,041-70.5% | $5,959-60.2% | $11,246-78.9% |