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 | $41,986 | $148,534-71.7% | $135,903-69.1% | $139,434-69.9% |
| Participation rate | 46.7% | 83.9%-37.2pp | 81.9%-35.2pp | 80.3%-33.7pp |
| Annual return | 21.43% | 79.19%-57.8pp | 68.23%-46.8pp | 372.94%-351.5pp |
| Employer contribution / active EE | $1,001 | $5,243-80.9% | $4,856-79.4% | $4,751-78.9% |
| Participant deferral / active EE | $3,153 | $8,100-61.1% | $7,758-59.4% | $6,710-53.0% |
| Admin fee / account holder | $523 | $12,400-95.8% | $10,762-95.1% | $11,403-95.4% |