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 5-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 | $40,598 | $95,266-57.4% | $82,389-50.7% | $142,382-71.5% |
| Participation rate | 21.1% | 74.5%-53.4pp | 69.5%-48.5pp | 80.1%-59.1pp |
| Annual return | 13.83% | 25.74%-11.9pp | 28.67%-14.8pp | 217.08%-203.2pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $2,517-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,573 | $4,809-67.3% | $4,155-62.1% | $6,507-75.8% |
| Admin fee / account holder | $2,636 | $8,563-69.2% | $7,231-63.6% | $12,624-79.1% |