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 | $11,961 | $112,729-89.4% | $98,716-87.9% | $137,256-91.3% |
| Participation rate | 57.9% | 74.2%-16.3pp | 69.3%-11.4pp | 80.0%-22.1pp |
| Annual return | 25.07% | 38.48%-13.4pp | 31.81%-6.7pp | 220.34%-195.3pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,597 | $4,640-44.0% | $4,048-35.8% | $6,407-59.5% |
| Admin fee / account holder | $545 | $10,129-94.6% | $8,703-93.7% | $12,270-95.6% |