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 9-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 | $25,741 | $104,907-75.5% | $84,611-69.6% | $152,861-83.2% |
| Participation rate | 53.8% | 74.8%-21.0pp | 68.2%-14.4pp | 82.4%-28.6pp |
| Annual return | 21.06% | 373.79%-352.7pp | 258.74%-237.7pp | 345.32%-324.3pp |
| Employer contribution / active EE | $1,032 | $3,302-68.7% | $2,652-61.1% | $4,762-78.3% |
| Participant deferral / active EE | $1,988 | $4,688-57.6% | $3,899-49.0% | $5,850-66.0% |
| Admin fee / account holder | $1,732 | $6,241-72.2% | $4,912-64.7% | $11,596-85.1% |