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 | $33,404 | $96,635-65.4% | $86,612-61.4% | $139,434-76.0% |
| Participation rate | 54.5% | 74.4%-19.9pp | 71.7%-17.2pp | 80.3%-25.8pp |
| Annual return | 17.73% | 106.41%-88.7pp | 591.07%-573.3pp | 372.94%-355.2pp |
| Employer contribution / active EE | $1,628 | $3,263-50.1% | $3,022-46.1% | $4,751-65.7% |
| Participant deferral / active EE | $3,545 | $4,836-26.7% | $4,438-20.1% | $6,710-47.2% |
| Admin fee / account holder | $372 | $6,408-94.2% | $5,614-93.4% | $11,403-96.7% |