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 | $54,980 | $105,126-47.7% | $94,646-41.9% | $139,434-60.6% |
| Participation rate | 55.6% | 82.4%-26.8pp | 80.8%-25.3pp | 80.3%-24.8pp |
| Annual return | 17.34% | 38.03%-20.7pp | 156.71%-139.4pp | 372.94%-355.6pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $10,371 | $7,599+36.5% | $7,418+39.8% | $6,710+54.5% |
| Admin fee / account holder | $5,981 | $8,984-33.4% | $7,231-17.3% | $11,403-47.6% |