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 | $17,526 | $70,669-75.2% | $169,368-89.7% | $75,163-76.7% |
| Participation rate | 51.6% | 64.8%-13.2pp | 77.1%-25.5pp | 67.2%-15.6pp |
| Annual return | 24.94% | 36.36%-11.4pp | 405.60%-380.7pp | 160.62%-135.7pp |
| Employer contribution / active EE | $1,457 | $2,211-34.1% | $4,013-63.7% | $2,670-45.4% |
| Participant deferral / active EE | $3,226 | $4,311-25.2% | $6,221-48.1% | $4,125-21.8% |
| Admin fee / account holder | $1,041 | $5,402-80.7% | $9,003-88.4% | $5,651-81.6% |