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 | $10,994 | $81,632-86.5% | $70,449-84.4% | $158,922-93.1% |
| Participation rate | 65.2% | 77.7%-12.5pp | 75.1%-9.8pp | 82.0%-16.7pp |
| Annual return | 18.85% | 208.40%-189.6pp | 109.03%-90.2pp | 302.83%-284.0pp |
| Employer contribution / active EE | $1,027 | $3,217-68.1% | $2,737-62.5% | $4,761-78.4% |
| Participant deferral / active EE | $1,376 | $4,554-69.8% | $3,709-62.9% | $5,982-77.0% |
| Admin fee / account holder | $1,057 | $6,193-82.9% | $3,845-72.5% | $11,246-90.6% |