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 | $58,010 | $114,381-49.3% | $107,525-46.0% | $142,382-59.3% |
| Participation rate | 58.8% | 78.1%-19.3pp | 75.1%-16.3pp | 80.1%-21.3pp |
| Annual return | 19.22% | 242.71%-223.5pp | 181.32%-162.1pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,644 | $4,015-59.1% | $3,754-56.2% | $4,299-61.8% |
| Participant deferral / active EE | $4,106 | $5,564-26.2% | $5,116-19.7% | $6,507-36.9% |
| Admin fee / account holder | $4,308 | $9,860-56.3% | $8,919-51.7% | $12,624-65.9% |