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 | $47,295 | $77,899-39.3% | $149,673-68.4% | $75,163-37.1% |
| Participation rate | 36.1% | 65.6%-29.5pp | 78.8%-42.7pp | 67.2%-31.1pp |
| Annual return | 23.78% | 31.72%-7.9pp | 134.42%-110.6pp | 160.62%-136.8pp |
| Employer contribution / active EE | $444 | $3,137-85.8% | $4,818-90.8% | $2,670-83.4% |
| Participant deferral / active EE | $1,326 | $3,411-61.1% | $5,680-76.7% | $4,125-67.9% |
| Admin fee / account holder | $1,837 | $5,956-69.2% | $13,210-86.1% | $5,651-67.5% |