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 | $23,551 | $114,381-79.4% | $107,525-78.1% | $142,382-83.5% |
| Participation rate | 68.4% | 78.1%-9.7pp | 75.1%-6.7pp | 80.1%-11.7pp |
| Annual return | 19.79% | 242.71%-222.9pp | 181.32%-161.5pp | 217.08%-197.3pp |
| Employer contribution / active EE | $908 | $4,015-77.4% | $3,754-75.8% | $4,299-78.9% |
| Participant deferral / active EE | $3,958 | $5,564-28.9% | $5,116-22.6% | $6,507-39.2% |
| Admin fee / account holder | $1,033 | $9,860-89.5% | $8,919-88.4% | $12,624-91.8% |