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 | $32,343 | $106,890-69.7% | $84,015-61.5% | $152,861-78.8% |
| Participation rate | 46.2% | 75.2%-29.1pp | 69.0%-22.9pp | 82.4%-36.3pp |
| Annual return | 24.94% | 104.99%-80.0pp | 71.31%-46.4pp | 345.32%-320.4pp |
| Employer contribution / active EE | $1,217 | $2,734-55.5% | $1,983-38.6% | $4,762-74.4% |
| Participant deferral / active EE | $3,978 | $4,011-0.8% | $3,239+22.8% | $5,850-32.0% |
| Admin fee / account holder | $735 | $8,285-91.1% | $6,101-88.0% | $11,596-93.7% |