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 | $78,044 | $83,902-7.0% | $167,512-53.4% | $84,808-8.0% |
| Participation rate | 56.8% | 66.5%-9.6pp | 77.1%-20.2pp | 68.3%-11.5pp |
| Annual return | 15.05% | 91.55%-76.5pp | 1615.79%-1600.7pp | 40.90%-25.9pp |
| Employer contribution / active EE | $774 | $2,264-65.8% | $3,882-80.1% | $2,631-70.6% |
| Participant deferral / active EE | $2,413 | $4,442-45.7% | $6,405-62.3% | $4,212-42.7% |
| Admin fee / account holder | $3,873 | $7,915-51.1% | $9,769-60.4% | $7,344-47.3% |