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 | $40,297 | $104,974-61.6% | $95,585-57.8% | $142,382-71.7% |
| Participation rate | 44.4% | 75.0%-30.5pp | 72.1%-27.6pp | 80.1%-35.7pp |
| Annual return | 17.30% | 210.33%-193.0pp | 38.56%-21.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $988 | $2,779-64.5% | $2,527-60.9% | $4,299-77.0% |
| Participant deferral / active EE | $3,273 | $4,352-24.8% | $4,023-18.6% | $6,507-49.7% |
| Admin fee / account holder | $3,617 | $6,386-43.4% | $6,127-41.0% | $12,624-71.4% |