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 6-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 | $23,031 | $169,161-86.4% | $129,295-82.2% | $145,959-84.2% |
| Participation rate | 40.0% | 76.5%-36.5pp | 69.6%-29.6pp | 80.3%-40.3pp |
| Annual return | 14.22% | 14348.07%-14333.8pp | 9429.28%-9415.1pp | 561.95%-547.7pp |
| Employer contribution / active EE | $1,021 | $5,543-81.6% | $4,157-75.4% | $4,661-78.1% |
| Participant deferral / active EE | $1,628 | $4,989-67.4% | $4,169-60.9% | $6,689-75.7% |
| Admin fee / account holder | $582 | $9,878-94.1% | $7,665-92.4% | $13,398-95.7% |