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 | $40,328 | $114,381-64.7% | $107,525-62.5% | $142,382-71.7% |
| Participation rate | 28.6% | 78.1%-49.6pp | 75.1%-46.5pp | 80.1%-51.5pp |
| Annual return | 13.68% | 242.71%-229.0pp | 181.32%-167.6pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,009 | $4,015-74.9% | $3,754-73.1% | $4,299-76.5% |
| Participant deferral / active EE | $2,700 | $5,564-51.5% | $5,116-47.2% | $6,507-58.5% |
| Admin fee / account holder | $1,096 | $9,860-88.9% | $8,919-87.7% | $12,624-91.3% |