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 | $37,360 | $114,381-67.3% | $107,525-65.3% | $142,382-73.8% |
| Participation rate | 58.8% | 78.1%-19.3pp | 75.1%-16.3pp | 80.1%-21.3pp |
| Annual return | 17.63% | 242.71%-225.1pp | 181.32%-163.7pp | 217.08%-199.4pp |
| Employer contribution / active EE | $1,621 | $4,015-59.6% | $3,754-56.8% | $4,299-62.3% |
| Participant deferral / active EE | $2,664 | $5,564-52.1% | $5,116-47.9% | $6,507-59.1% |
| Admin fee / account holder | $3,001 | $9,860-69.6% | $8,919-66.3% | $12,624-76.2% |