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 | $36,858 | $177,572-79.2% | $154,803-76.2% | $142,382-74.1% |
| Participation rate | 41.2% | 82.1%-40.9pp | 78.1%-36.9pp | 80.1%-38.9pp |
| Annual return | 29.93% | 65.07%-35.1pp | 58.88%-29.0pp | 217.08%-187.1pp |
| Employer contribution / active EE | $0 | $4,810-100.0% | $4,305-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,251 | $6,272-16.3% | $5,540-5.2% | $6,507-19.3% |
| Admin fee / account holder | $9,062 | $16,786-46.0% | $14,329-36.8% | $12,624-28.2% |