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 | $75,917 | $117,983-35.7% | $101,794-25.4% | $142,382-46.7% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 22.32% | 36.92%-14.6pp | 30.53%-8.2pp | 217.08%-194.8pp |
| Employer contribution / active EE | $1,444 | $2,773-47.9% | $2,289-36.9% | $4,299-66.4% |
| Participant deferral / active EE | $3,999 | $4,714-15.2% | $4,084-2.1% | $6,507-38.6% |
| Admin fee / account holder | $529 | $10,433-94.9% | $8,777-94.0% | $12,624-95.8% |