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 9-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 | $41,892 | $115,770-63.8% | $101,248-58.6% | $158,922-73.6% |
| Participation rate | 63.6% | 79.4%-15.7pp | 75.8%-12.2pp | 82.0%-18.3pp |
| Annual return | 28.91% | 56.14%-27.2pp | 46.47%-17.6pp | 302.83%-273.9pp |
| Employer contribution / active EE | $1,319 | $4,175-68.4% | $3,660-64.0% | $4,761-72.3% |
| Participant deferral / active EE | $4,512 | $4,957-9.0% | $4,370+3.2% | $5,982-24.6% |
| Admin fee / account holder | $1,150 | $7,245-84.1% | $5,945-80.7% | $11,246-89.8% |