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 | $48,117 | $104,974-54.2% | $95,585-49.7% | $142,382-66.2% |
| Participation rate | 42.9% | 75.0%-32.1pp | 72.1%-29.2pp | 80.1%-37.3pp |
| Annual return | 17.20% | 210.33%-193.1pp | 38.56%-21.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $911 | $2,779-67.2% | $2,527-63.9% | $4,299-78.8% |
| Participant deferral / active EE | $2,457 | $4,352-43.6% | $4,023-38.9% | $6,507-62.2% |
| Admin fee / account holder | $685 | $6,386-89.3% | $6,127-88.8% | $12,624-94.6% |