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 | $61,768 | $54,705+12.9% | $71,209-13.3% | $84,808-27.2% |
| Participation rate | 19.4% | 64.1%-44.7pp | 73.8%-54.4pp | 68.3%-49.0pp |
| Annual return | 19.45% | 35.90%-16.4pp | 282.51%-263.1pp | 40.90%-21.4pp |
| Employer contribution / active EE | $304 | $2,158-85.9% | $2,721-88.8% | $2,631-88.4% |
| Participant deferral / active EE | $1,181 | $3,030-61.0% | $4,175-71.7% | $4,212-72.0% |
| Admin fee / account holder | $863 | $4,863-82.3% | $5,349-83.9% | $7,344-88.3% |