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 8-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 | $53,877 | $48,046+12.1% | $84,611-36.3% | $72,985-26.2% |
| Participation rate | 14.7% | 57.6%-42.9pp | 68.2%-53.5pp | 69.5%-54.8pp |
| Annual return | 20.88% | 37.38%-16.5pp | 258.74%-237.9pp | 81.00%-60.1pp |
| Employer contribution / active EE | $404 | $1,602-74.8% | $2,652-84.8% | $2,440-83.4% |
| Participant deferral / active EE | $827 | $2,680-69.1% | $3,899-78.8% | $3,607-77.1% |
| Admin fee / account holder | $2,122 | $3,395-37.5% | $4,912-56.8% | $5,124-58.6% |