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 | $69,135 | $111,754-38.1% | $103,333-33.1% | $145,922-52.6% |
| Participation rate | 47.8% | 77.9%-30.1pp | 74.5%-26.7pp | 80.3%-32.5pp |
| Annual return | 12.27% | 24.77%-12.5pp | 24.88%-12.6pp | 561.29%-549.0pp |
| Employer contribution / active EE | $2,491 | $4,212-40.9% | $3,868-35.6% | $4,660-46.5% |
| Participant deferral / active EE | $5,157 | $5,619-8.2% | $5,057+2.0% | $6,688-22.9% |
| Admin fee / account holder | $3,872 | $9,750-60.3% | $8,355-53.7% | $13,397-71.1% |