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 | $58,580 | $158,398-63.0% | $126,539-53.7% | $142,382-58.9% |
| Participation rate | 66.7% | 75.8%-9.1pp | 69.8%-3.2pp | 80.1%-13.5pp |
| Annual return | 18.42% | 593.76%-575.3pp | 425.95%-407.5pp | 217.08%-198.7pp |
| Employer contribution / active EE | $979 | $4,650-78.9% | $3,674-73.3% | $4,299-77.2% |
| Participant deferral / active EE | $3,028 | $4,767-36.5% | $4,083-25.8% | $6,507-53.5% |
| Admin fee / account holder | $438 | $6,918-93.7% | $6,065-92.8% | $12,624-96.5% |