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 | $12,837 | $76,407-83.2% | $150,298-91.5% | $82,448-84.4% |
| Participation rate | 13.7% | 66.4%-52.7pp | 77.8%-64.1pp | 68.1%-54.4pp |
| Annual return | 25.13% | 39.99%-14.9pp | 62.79%-37.7pp | 41.64%-16.5pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,366 | $3,214-57.5% | $5,453-75.0% | $4,139-67.0% |
| Admin fee / account holder | $1,876 | $6,352-70.5% | $14,116-86.7% | $7,234-74.1% |