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 | $45,411 | $95,416-52.4% | $185,823-75.6% | $85,850-47.1% |
| Participation rate | 52.3% | 68.8%-16.5pp | 81.7%-29.4pp | 69.3%-17.0pp |
| Annual return | 13.03% | 23.59%-10.6pp | 122.05%-109.0pp | 318.53%-305.5pp |
| Employer contribution / active EE | $821 | $3,314-75.2% | $5,167-84.1% | $2,565-68.0% |
| Participant deferral / active EE | $2,081 | $3,423-39.2% | $5,568-62.6% | $3,952-47.3% |
| Admin fee / account holder | $2,049 | $7,213-71.6% | $16,237-87.4% | $6,260-67.3% |