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 6-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 | $66,239 | $179,726-63.1% | $156,263-57.6% | $142,382-53.5% |
| Participation rate | 55.6% | 82.1%-26.5pp | 78.9%-23.4pp | 80.1%-24.6pp |
| Annual return | 21.73% | 77.86%-56.1pp | 59.47%-37.7pp | 217.08%-195.3pp |
| Employer contribution / active EE | $1,134 | $5,069-77.6% | $4,333-73.8% | $4,299-73.6% |
| Participant deferral / active EE | $4,888 | $6,956-29.7% | $6,158-20.6% | $6,507-24.9% |
| Admin fee / account holder | $490 | $17,272-97.2% | $14,255-96.6% | $12,624-96.1% |