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 6-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 | $44,851 | $56,317-20.4% | $71,209-37.0% | $74,304-39.6% |
| Participation rate | 25.8% | 55.1%-29.3pp | 73.8%-47.9pp | 60.3%-34.5pp |
| Annual return | 12.96% | 42.83%-29.9pp | 282.51%-269.6pp | 29.43%-16.5pp |
| Employer contribution / active EE | $326 | $2,160-84.9% | $2,721-88.0% | $2,241-85.4% |
| Participant deferral / active EE | $1,191 | $2,788-57.3% | $4,175-71.5% | $3,767-68.4% |
| Admin fee / account holder | $1,779 | $2,290-22.3% | $5,349-66.7% | $2,969-40.1% |