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 8-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 | $76,534 | $209,411-63.5% | $178,490-57.1% | $158,922-51.8% |
| Participation rate | 39.1% | 86.3%-47.2pp | 81.9%-42.8pp | 82.0%-42.8pp |
| Annual return | 13.41% | 188.75%-175.3pp | 151.07%-137.7pp | 302.83%-289.4pp |
| Employer contribution / active EE | $1,824 | $5,706-68.0% | $5,011-63.6% | $4,761-61.7% |
| Participant deferral / active EE | $4,160 | $5,954-30.1% | $5,202-20.0% | $5,982-30.5% |
| Admin fee / account holder | $15,970 | $17,074-6.5% | $13,984+14.2% | $11,246+42.0% |