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 | $40,379 | $100,041-59.6% | $149,718-73.0% | $70,131-42.4% |
| Participation rate | 37.5% | 83.6%-46.1pp | 87.1%-49.6pp | 69.5%-32.0pp |
| Annual return | 17.74% | 27.43%-9.7pp | 1501.63%-1483.9pp | 73.14%-55.4pp |
| Employer contribution / active EE | $1,404 | $3,662-61.7% | $5,445-74.2% | $2,342-40.1% |
| Participant deferral / active EE | $3,889 | $4,983-22.0% | $6,569-40.8% | $3,332+16.7% |
| Admin fee / account holder | $1,334 | $8,286-83.9% | $11,283-88.2% | $4,645-71.3% |