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 | $27,069 | $81,625-66.8% | $167,512-83.8% | $74,304-63.6% |
| Participation rate | 50.4% | 60.0%-9.7pp | 77.1%-26.7pp | 60.3%-10.0pp |
| Annual return | 20.21% | 26.09%-5.9pp | 1615.79%-1595.6pp | 29.43%-9.2pp |
| Employer contribution / active EE | $1,128 | $2,010-43.9% | $3,882-70.9% | $2,241-49.7% |
| Participant deferral / active EE | $2,438 | $4,115-40.8% | $6,405-61.9% | $3,767-35.3% |
| Admin fee / account holder | $3,944 | $3,474+13.5% | $9,769-59.6% | $2,969+32.8% |