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 | $35,047 | $54,705-35.9% | $71,209-50.8% | $84,808-58.7% |
| Participation rate | 45.2% | 64.1%-18.8pp | 73.8%-28.5pp | 68.3%-23.1pp |
| Annual return | 19.04% | 35.90%-16.9pp | 282.51%-263.5pp | 40.90%-21.9pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,704 | $3,030+22.2% | $4,175-11.3% | $4,212-12.1% |
| Admin fee / account holder | $6,250 | $4,863+28.5% | $5,349+16.9% | $7,344-14.9% |