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 | $13,331 | $118,427-88.7% | $66,042-79.8% | $142,382-90.6% |
| Participation rate | 65.0% | 68.1%-3.1pp | 67.5%-2.5pp | 80.1%-15.1pp |
| Annual return | 18.79% | 35.57%-16.8pp | 52.11%-33.3pp | 217.08%-198.3pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $1,579-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,378 | $4,311-68.0% | $2,835-51.4% | $6,507-78.8% |
| Admin fee / account holder | $436 | $9,593-95.5% | $5,747-92.4% | $12,624-96.5% |