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 | $43,485 | $112,881-61.5% | $90,951-52.2% | $158,922-72.6% |
| Participation rate | 40.0% | 74.7%-34.7pp | 69.0%-29.0pp | 82.0%-42.0pp |
| Annual return | 23.97% | 215.79%-191.8pp | 134.60%-110.6pp | 302.83%-278.9pp |
| Employer contribution / active EE | $862 | $2,893-70.2% | $2,122-59.4% | $4,761-81.9% |
| Participant deferral / active EE | $2,919 | $4,128-29.3% | $3,373-13.4% | $5,982-51.2% |
| Admin fee / account holder | $2,296 | $8,041-71.4% | $5,959-61.5% | $11,246-79.6% |