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 3-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 | $53,564 | $133,922-60.0% | $116,228-53.9% | $142,382-62.4% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.6%-49.6pp | 80.1%-55.1pp |
| Annual return | 22.86% | 147.76%-124.9pp | 90.06%-67.2pp | 217.08%-194.2pp |
| Employer contribution / active EE | $769 | $3,446-77.7% | $2,994-74.3% | $4,299-82.1% |
| Participant deferral / active EE | $3,399 | $5,672-40.1% | $4,953-31.4% | $6,507-47.8% |
| Admin fee / account holder | $1,454 | $14,945-90.3% | $11,989-87.9% | $12,624-88.5% |