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 | $23,471 | $175,202-86.6% | $149,673-84.3% | $139,434-83.2% |
| Participation rate | 55.0% | 83.4%-28.4pp | 78.8%-23.8pp | 80.3%-25.3pp |
| Annual return | 21.58% | 166.71%-145.1pp | 134.42%-112.8pp | 372.94%-351.4pp |
| Employer contribution / active EE | $1,418 | $5,474-74.1% | $4,818-70.6% | $4,751-70.2% |
| Participant deferral / active EE | $4,305 | $6,519-34.0% | $5,680-24.2% | $6,710-35.8% |
| Admin fee / account holder | $1,786 | $16,150-88.9% | $13,210-86.5% | $11,403-84.3% |