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 10-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 | $40,915 | $105,126-61.1% | $94,646-56.8% | $139,434-70.7% |
| Participation rate | 40.0% | 82.4%-42.4pp | 80.8%-40.8pp | 80.3%-40.3pp |
| Annual return | 20.41% | 38.03%-17.6pp | 156.71%-136.3pp | 372.94%-352.5pp |
| Employer contribution / active EE | $1,377 | $4,106-66.5% | $3,672-62.5% | $4,751-71.0% |
| Participant deferral / active EE | $2,821 | $7,599-62.9% | $7,418-62.0% | $6,710-58.0% |
| Admin fee / account holder | $402 | $8,984-95.5% | $7,231-94.4% | $11,403-96.5% |