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 | $83,644 | $77,899+7.4% | $149,673-44.1% | $75,163+11.3% |
| Participation rate | 38.2% | 65.6%-27.3pp | 78.8%-40.5pp | 67.2%-29.0pp |
| Annual return | 14.86% | 31.72%-16.9pp | 134.42%-119.6pp | 160.62%-145.8pp |
| Employer contribution / active EE | $393 | $3,137-87.5% | $4,818-91.9% | $2,670-85.3% |
| Participant deferral / active EE | $4,079 | $3,411+19.6% | $5,680-28.2% | $4,125-1.1% |
| Admin fee / account holder | $5,134 | $5,956-13.8% | $13,210-61.1% | $5,651-9.1% |