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 | $30,215 | $81,632-63.0% | $70,449-57.1% | $158,922-81.0% |
| Participation rate | 41.7% | 77.7%-36.1pp | 75.1%-33.4pp | 82.0%-40.3pp |
| Annual return | 21.77% | 208.40%-186.6pp | 109.03%-87.3pp | 302.83%-281.1pp |
| Employer contribution / active EE | $926 | $3,217-71.2% | $2,737-66.1% | $4,761-80.5% |
| Participant deferral / active EE | $2,704 | $4,554-40.6% | $3,709-27.1% | $5,982-54.8% |
| Admin fee / account holder | $638 | $6,193-89.7% | $3,845-83.4% | $11,246-94.3% |