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 | $60,410 | $83,902-28.0% | $167,512-63.9% | $84,808-28.8% |
| Participation rate | 37.8% | 66.5%-28.6pp | 77.1%-39.2pp | 68.3%-30.5pp |
| Annual return | 15.00% | 91.55%-76.6pp | 1615.79%-1600.8pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,113 | $2,264-50.8% | $3,882-71.3% | $2,631-57.7% |
| Participant deferral / active EE | $2,319 | $4,442-47.8% | $6,405-63.8% | $4,212-44.9% |
| Admin fee / account holder | $8,940 | $7,915+12.9% | $9,769-8.5% | $7,344+21.7% |