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 5-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 | $67,034 | $117,841-43.1% | $102,423-34.6% | $145,922-54.1% |
| Participation rate | 18.8% | 78.6%-59.8pp | 76.5%-57.7pp | 80.3%-61.5pp |
| Annual return | 13.39% | 31.65%-18.3pp | 29.32%-15.9pp | 561.29%-547.9pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,900 | $5,731-66.8% | $5,053-62.4% | $6,688-71.6% |
| Admin fee / account holder | $1,764 | $13,326-86.8% | $9,451-81.3% | $13,397-86.8% |