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 7-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 | $89,056 | $176,812-49.6% | $146,665-39.3% | $167,490-46.8% |
| Participation rate | 61.9% | 83.6%-21.7pp | 80.1%-18.2pp | 82.1%-20.2pp |
| Annual return | 11.51% | 24.03%-12.5pp | 22.74%-11.2pp | 478.56%-467.0pp |
| Employer contribution / active EE | $0 | $5,160-100.0% | $4,136-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,839 | $6,440-40.4% | $5,506-30.3% | $6,341-39.5% |
| Admin fee / account holder | $984 | $13,259-92.6% | $10,280-90.4% | $12,309-92.0% |