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 | $55,108 | $89,753-38.6% | $107,525-48.7% | $84,808-35.0% |
| Participation rate | 29.8% | 68.1%-38.3pp | 75.1%-45.3pp | 68.3%-38.5pp |
| Annual return | 19.69% | 29.48%-9.8pp | 181.32%-161.6pp | 40.90%-21.2pp |
| Employer contribution / active EE | $979 | $3,113-68.6% | $3,754-73.9% | $2,631-62.8% |
| Participant deferral / active EE | $2,037 | $4,056-49.8% | $5,116-60.2% | $4,212-51.6% |
| Admin fee / account holder | $684 | $7,222-90.5% | $8,919-92.3% | $7,344-90.7% |