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 | $58,353 | $109,881-46.9% | $150,045-61.1% | $84,808-31.2% |
| Participation rate | 48.9% | 76.1%-27.1pp | 82.3%-33.4pp | 68.3%-19.4pp |
| Annual return | 51.74% | 28.25%+23.5pp | 62.55%-10.8pp | 40.90%+10.8pp |
| Employer contribution / active EE | $1,503 | $3,561-57.8% | $4,693-68.0% | $2,631-42.9% |
| Participant deferral / active EE | $4,188 | $6,636-36.9% | $7,997-47.6% | $4,212-0.6% |
| Admin fee / account holder | $792 | $8,568-90.8% | $13,435-94.1% | $7,344-89.2% |