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 | $58,635 | $117,983-50.3% | $101,794-42.4% | $142,382-58.8% |
| Participation rate | 22.2% | 74.2%-52.0pp | 69.2%-47.0pp | 80.1%-57.9pp |
| Annual return | 14.48% | 36.92%-22.4pp | 30.53%-16.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $737 | $2,773-73.4% | $2,289-67.8% | $4,299-82.9% |
| Participant deferral / active EE | $1,963 | $4,714-58.4% | $4,084-51.9% | $6,507-69.8% |
| Admin fee / account holder | $3,735 | $10,433-64.2% | $8,777-57.4% | $12,624-70.4% |