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 | $38,885 | $125,758-69.1% | $169,993-77.1% | $75,163-48.3% |
| Participation rate | 67.6% | 83.6%-16.0pp | 87.0%-19.4pp | 67.2%+0.4pp |
| Annual return | 25.76% | 27.20%-1.4pp | 53.37%-27.6pp | 160.62%-134.9pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $11,747 | $6,837+71.8% | $10,408+12.9% | $4,125+184.8% |
| Admin fee / account holder | $2,698 | $8,173-67.0% | $12,815-78.9% | $5,651-52.3% |