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 | $16,174 | $95,416-83.0% | $185,823-91.3% | $85,850-81.2% |
| Participation rate | 64.7% | 68.8%-4.1pp | 81.7%-17.0pp | 69.3%-4.6pp |
| Annual return | 34.79% | 23.59%+11.2pp | 122.05%-87.3pp | 318.53%-283.7pp |
| Employer contribution / active EE | $2,097 | $3,314-36.7% | $5,167-59.4% | $2,565-18.3% |
| Participant deferral / active EE | $4,297 | $3,423+25.5% | $5,568-22.8% | $3,952+8.7% |
| Admin fee / account holder | $528 | $7,213-92.7% | $16,237-96.8% | $6,260-91.6% |