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 | $27,201 | $107,334-74.7% | $92,893-70.7% | $152,861-82.2% |
| Participation rate | 47.4% | 79.8%-32.4pp | 76.0%-28.6pp | 82.4%-35.1pp |
| Annual return | 31.89% | 145.58%-113.7pp | 109.41%-77.5pp | 345.32%-313.4pp |
| Employer contribution / active EE | $1,931 | $4,221-54.2% | $3,653-47.1% | $4,762-59.4% |
| Participant deferral / active EE | $4,122 | $4,845-14.9% | $4,236-2.7% | $5,850-29.5% |
| Admin fee / account holder | $549 | $7,079-92.2% | $5,794-90.5% | $11,596-95.3% |