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 | $75,567 | $106,890-29.3% | $84,015-10.1% | $152,861-50.6% |
| Participation rate | 53.8% | 75.2%-21.4pp | 69.0%-15.2pp | 82.4%-28.6pp |
| Annual return | 16.33% | 104.99%-88.7pp | 71.31%-55.0pp | 345.32%-329.0pp |
| Employer contribution / active EE | $1,256 | $2,734-54.1% | $1,983-36.7% | $4,762-73.6% |
| Participant deferral / active EE | $3,394 | $4,011-15.4% | $3,239+4.8% | $5,850-42.0% |
| Admin fee / account holder | $7,689 | $8,285-7.2% | $6,101+26.0% | $11,596-33.7% |