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 | $46,191 | $104,974-56.0% | $95,585-51.7% | $142,382-67.6% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.1%-32.1pp | 80.1%-40.1pp |
| Annual return | 19.17% | 210.33%-191.2pp | 38.56%-19.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,007 | $2,779-63.7% | $2,527-60.1% | $4,299-76.6% |
| Participant deferral / active EE | $1,172 | $4,352-73.1% | $4,023-70.9% | $6,507-82.0% |
| Admin fee / account holder | $307 | $6,386-95.2% | $6,127-95.0% | $12,624-97.6% |