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 7-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 | $37,243 | $202,432-81.6% | $169,368-78.0% | $139,434-73.3% |
| Participation rate | 46.2% | 81.1%-34.9pp | 77.1%-31.0pp | 80.3%-34.2pp |
| Annual return | 14.16% | 531.74%-517.6pp | 405.60%-391.4pp | 372.94%-358.8pp |
| Employer contribution / active EE | $797 | $4,692-83.0% | $4,013-80.1% | $4,751-83.2% |
| Participant deferral / active EE | $4,407 | $6,938-36.5% | $6,221-29.2% | $6,710-34.3% |
| Admin fee / account holder | $2,250 | $10,708-79.0% | $9,003-75.0% | $11,403-80.3% |