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 | $41,062 | $202,432-79.7% | $169,368-75.8% | $139,434-70.6% |
| Participation rate | 28.6% | 81.1%-52.5pp | 77.1%-48.6pp | 80.3%-51.7pp |
| Annual return | 20.01% | 531.74%-511.7pp | 405.60%-385.6pp | 372.94%-352.9pp |
| Employer contribution / active EE | $0 | $4,692-100.0% | $4,013-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,188 | $6,938-39.6% | $6,221-32.7% | $6,710-37.6% |
| Admin fee / account holder | $538 | $10,708-95.0% | $9,003-94.0% | $11,403-95.3% |