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 | $43,309 | $85,202-49.2% | $172,739-74.9% | $72,985-40.7% |
| Participation rate | 36.4% | 70.1%-33.7pp | 82.6%-46.3pp | 69.5%-33.1pp |
| Annual return | 22.59% | 27.32%-4.7pp | 802.84%-780.2pp | 81.00%-58.4pp |
| Employer contribution / active EE | $913 | $3,324-72.5% | $5,143-82.2% | $2,440-62.6% |
| Participant deferral / active EE | $2,588 | $3,260-20.6% | $5,198-50.2% | $3,607-28.2% |
| Admin fee / account holder | $5,186 | $5,884-11.9% | $13,954-62.8% | $5,124+1.2% |