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 3-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 | $68,227 | $74,888-8.9% | $71,209-4.2% | $142,382-52.1% |
| Participation rate | 39.1% | 76.2%-37.1pp | 73.8%-34.6pp | 80.1%-41.0pp |
| Annual return | 16.23% | 345.14%-328.9pp | 282.51%-266.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $586 | $2,854-79.5% | $2,721-78.5% | $4,299-86.4% |
| Participant deferral / active EE | $2,300 | $4,454-48.4% | $4,175-44.9% | $6,507-64.7% |
| Admin fee / account holder | $2,492 | $5,568-55.2% | $5,349-53.4% | $12,624-80.3% |