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 | $22,411 | $67,823-67.0% | $52,425-57.3% | $137,256-83.7% |
| Participation rate | 47.6% | 63.9%-16.3pp | 55.6%-8.0pp | 80.0%-32.3pp |
| Annual return | 16.44% | 219.11%-202.7pp | 302.12%-285.7pp | 220.34%-203.9pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,123 | $2,288-50.9% | $1,790-37.3% | $6,407-82.5% |
| Admin fee / account holder | $373 | $2,844-86.9% | $2,495-85.1% | $12,270-97.0% |