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 | $56,402 | $107,452-47.5% | $91,541-38.4% | $142,382-60.4% |
| Participation rate | 26.7% | 75.1%-48.4pp | 69.8%-43.1pp | 80.1%-53.5pp |
| Annual return | 15.12% | 22.06%-6.9pp | 20.50%-5.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $967 | $2,994-67.7% | $2,505-61.4% | $4,299-77.5% |
| Participant deferral / active EE | $3,839 | $4,754-19.2% | $4,008-4.2% | $6,507-41.0% |
| Admin fee / account holder | $9,675 | $8,834+9.5% | $6,956+39.1% | $12,624-23.4% |