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 | $29,271 | $34,308-14.7% | $74,701-60.8% | $72,985-59.9% |
| Participation rate | 38.7% | 42.4%-3.7pp | 54.5%-15.8pp | 69.5%-30.8pp |
| Annual return | 22.17% | 26.58%-4.4pp | 752.92%-730.8pp | 81.00%-58.8pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $737 | $1,271-42.0% | $1,964-62.5% | $3,607-79.6% |
| Admin fee / account holder | $989 | $2,124-53.5% | $3,333-70.3% | $5,124-80.7% |