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 | $52,028 | $105,126-50.5% | $94,646-45.0% | $139,434-62.7% |
| Participation rate | 50.0% | 82.4%-32.4pp | 80.8%-30.8pp | 80.3%-30.3pp |
| Annual return | 37.56% | 38.03%-0.5pp | 156.71%-119.1pp | 372.94%-335.4pp |
| Employer contribution / active EE | $1,075 | $4,106-73.8% | $3,672-70.7% | $4,751-77.4% |
| Participant deferral / active EE | $4,908 | $7,599-35.4% | $7,418-33.8% | $6,710-26.9% |
| Admin fee / account holder | $1,120 | $8,984-87.5% | $7,231-84.5% | $11,403-90.2% |