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 9-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 | $20,671 | $159,602-87.0% | $150,045-86.2% | $142,382-85.5% |
| Participation rate | 61.9% | 84.0%-22.1pp | 82.3%-20.4pp | 80.1%-18.2pp |
| Annual return | 16.42% | 70.24%-53.8pp | 62.55%-46.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,007 | $8,310-63.8% | $7,997-62.4% | $6,507-53.8% |
| Admin fee / account holder | $4,957 | $14,846-66.6% | $13,435-63.1% | $12,624-60.7% |