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 | $36,907 | $58,208-36.6% | $81,812-54.9% | $80,856-54.4% |
| Participation rate | 54.1% | 63.4%-9.4pp | 72.3%-18.3pp | 67.6%-13.6pp |
| Annual return | 11.00% | 41.66%-30.7pp | 773.79%-762.8pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,980 | $2,340-15.4% | $2,912-32.0% | $2,755-28.1% |
| Participant deferral / active EE | $3,462 | $3,281+5.5% | $4,319-19.8% | $4,296-19.4% |
| Admin fee / account holder | $3,763 | $4,981-24.4% | $7,386-49.0% | $6,918-45.6% |