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 | $49,244 | $154,228-68.1% | $145,433-66.1% | $137,256-64.1% |
| Participation rate | 52.2% | 83.8%-31.6pp | 82.1%-29.9pp | 80.0%-27.8pp |
| Annual return | 60.16% | 74.59%-14.4pp | 66.58%-6.4pp | 220.34%-160.2pp |
| Employer contribution / active EE | $2,214 | $4,804-53.9% | $4,554-51.4% | $4,156-46.7% |
| Participant deferral / active EE | $5,840 | $8,216-28.9% | $7,897-26.0% | $6,407-8.8% |
| Admin fee / account holder | $14,676 | $14,344+2.3% | $13,129+11.8% | $12,270+19.6% |