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 10-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 | $29,366 | $114,381-74.3% | $107,525-72.7% | $142,382-79.4% |
| Participation rate | 35.3% | 78.1%-42.8pp | 75.1%-39.8pp | 80.1%-44.8pp |
| Annual return | 16.15% | 242.71%-226.6pp | 181.32%-165.2pp | 217.08%-200.9pp |
| Employer contribution / active EE | $0 | $4,015-100.0% | $3,754-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,707 | $5,564-51.4% | $5,116-47.1% | $6,507-58.4% |
| Admin fee / account holder | $1,376 | $9,860-86.0% | $8,919-84.6% | $12,624-89.1% |