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 | $3,978 | $72,071-94.5% | $68,368-94.2% | $137,256-97.1% |
| Participation rate | 64.3% | 76.2%-12.0pp | 73.8%-9.5pp | 80.0%-15.7pp |
| Annual return | 16.37% | 353.14%-336.8pp | 292.57%-276.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $639 | $2,788-77.1% | $2,649-75.9% | $4,156-84.6% |
| Participant deferral / active EE | $1,135 | $4,410-74.3% | $4,123-72.5% | $6,407-82.3% |
| Admin fee / account holder | $1,728 | $5,336-67.6% | $5,150-66.4% | $12,270-85.9% |