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 | $32,644 | $112,881-71.1% | $90,951-64.1% | $158,922-79.5% |
| Participation rate | 54.5% | 74.7%-20.2pp | 69.0%-14.5pp | 82.0%-27.4pp |
| Annual return | 16.64% | 215.79%-199.1pp | 134.60%-118.0pp | 302.83%-286.2pp |
| Employer contribution / active EE | $1,545 | $2,893-46.6% | $2,122-27.2% | $4,761-67.6% |
| Participant deferral / active EE | $3,041 | $4,128-26.3% | $3,373-9.8% | $5,982-49.2% |
| Admin fee / account holder | $1,146 | $8,041-85.8% | $5,959-80.8% | $11,246-89.8% |