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 | $61,799 | $117,983-47.6% | $101,794-39.3% | $142,382-56.6% |
| Participation rate | 20.0% | 74.2%-54.2pp | 69.2%-49.2pp | 80.1%-60.1pp |
| Annual return | 18.81% | 36.92%-18.1pp | 30.53%-11.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $841 | $2,773-69.7% | $2,289-63.2% | $4,299-80.4% |
| Participant deferral / active EE | $2,882 | $4,714-38.9% | $4,084-29.4% | $6,507-55.7% |
| Admin fee / account holder | $455 | $10,433-95.6% | $8,777-94.8% | $12,624-96.4% |