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 9-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 | $72,782 | $159,602-54.4% | $150,045-51.5% | $142,382-48.9% |
| Participation rate | 45.8% | 84.0%-38.1pp | 82.3%-36.5pp | 80.1%-34.3pp |
| Annual return | 24.22% | 70.24%-46.0pp | 62.55%-38.3pp | 217.08%-192.9pp |
| Employer contribution / active EE | $1,494 | $4,961-69.9% | $4,693-68.2% | $4,299-65.3% |
| Participant deferral / active EE | $3,657 | $8,310-56.0% | $7,997-54.3% | $6,507-43.8% |
| Admin fee / account holder | $1,137 | $14,846-92.3% | $13,435-91.5% | $12,624-91.0% |