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 9-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 | $38,047 | $83,477-54.4% | $125,175-69.6% | $72,985-47.9% |
| Participation rate | 35.4% | 73.3%-37.9pp | 79.8%-44.4pp | 69.5%-34.1pp |
| Annual return | 18.29% | 25.78%-7.5pp | 43.79%-25.5pp | 81.00%-62.7pp |
| Employer contribution / active EE | $719 | $2,345-69.3% | $3,865-81.4% | $2,440-70.5% |
| Participant deferral / active EE | $1,700 | $3,585-52.6% | $4,937-65.6% | $3,607-52.9% |
| Admin fee / account holder | $5,456 | $5,517-1.1% | $9,702-43.8% | $5,124+6.5% |