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 | $60,104 | $115,770-48.1% | $101,248-40.6% | $158,922-62.2% |
| Participation rate | 54.5% | 79.4%-24.8pp | 75.8%-21.3pp | 82.0%-27.4pp |
| Annual return | 12.64% | 56.14%-43.5pp | 46.47%-33.8pp | 302.83%-290.2pp |
| Employer contribution / active EE | $931 | $4,175-77.7% | $3,660-74.6% | $4,761-80.4% |
| Participant deferral / active EE | $1,491 | $4,957-69.9% | $4,370-65.9% | $5,982-75.1% |
| Admin fee / account holder | $1,244 | $7,245-82.8% | $5,945-79.1% | $11,246-88.9% |