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 | $26,527 | $70,669-62.5% | $169,368-84.3% | $75,163-64.7% |
| Participation rate | 56.1% | 64.8%-8.7pp | 77.1%-21.0pp | 67.2%-11.1pp |
| Annual return | 17.09% | 36.36%-19.3pp | 405.60%-388.5pp | 160.62%-143.5pp |
| Employer contribution / active EE | $1,226 | $2,211-44.5% | $4,013-69.4% | $2,670-54.1% |
| Participant deferral / active EE | $2,988 | $4,311-30.7% | $6,221-52.0% | $4,125-27.6% |
| Admin fee / account holder | $3,001 | $5,402-44.5% | $9,003-66.7% | $5,651-46.9% |