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 | $30,731 | $202,432-84.8% | $169,368-81.9% | $139,434-78.0% |
| Participation rate | 47.4% | 81.1%-33.7pp | 77.1%-29.8pp | 80.3%-33.0pp |
| Annual return | 15.01% | 531.74%-516.7pp | 405.60%-390.6pp | 372.94%-357.9pp |
| Employer contribution / active EE | $875 | $4,692-81.4% | $4,013-78.2% | $4,751-81.6% |
| Participant deferral / active EE | $4,122 | $6,938-40.6% | $6,221-33.7% | $6,710-38.6% |
| Admin fee / account holder | $4,075 | $10,708-61.9% | $9,003-54.7% | $11,403-64.3% |