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 | $26,684 | $114,381-76.7% | $107,525-75.2% | $142,382-81.3% |
| Participation rate | 52.2% | 78.1%-26.0pp | 75.1%-22.9pp | 80.1%-27.9pp |
| Annual return | 17.34% | 242.71%-225.4pp | 181.32%-164.0pp | 217.08%-199.7pp |
| Employer contribution / active EE | $1,128 | $4,015-71.9% | $3,754-70.0% | $4,299-73.8% |
| Participant deferral / active EE | $4,121 | $5,564-25.9% | $5,116-19.4% | $6,507-36.7% |
| Admin fee / account holder | $2,618 | $9,860-73.4% | $8,919-70.6% | $12,624-79.3% |