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 8-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 | $32,286 | $176,812-81.7% | $146,665-78.0% | $167,490-80.7% |
| Participation rate | 13.3% | 83.6%-70.3pp | 80.1%-66.7pp | 82.1%-68.8pp |
| Annual return | 21.97% | 24.03%-2.1pp | 22.74%-0.8pp | 478.56%-456.6pp |
| Employer contribution / active EE | $0 | $5,160-100.0% | $4,136-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,600 | $6,440-59.6% | $5,506-52.8% | $6,341-59.0% |
| Admin fee / account holder | $880 | $13,259-93.4% | $10,280-91.4% | $12,309-92.9% |