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 9-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 | $16,063 | $127,264-87.4% | $109,895-85.4% | $167,490-90.4% |
| Participation rate | 52.9% | 77.9%-24.9pp | 74.2%-21.3pp | 82.1%-29.2pp |
| Annual return | 20.46% | 22.97%-2.5pp | 29.45%-9.0pp | 478.56%-458.1pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,842-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,339 | $4,514-26.0% | $4,048-17.5% | $6,341-47.4% |
| Admin fee / account holder | $666 | $7,114-90.6% | $6,066-89.0% | $12,309-94.6% |