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 | $41,362 | $83,902-50.7% | $167,512-75.3% | $84,808-51.2% |
| Participation rate | 45.3% | 66.5%-21.2pp | 77.1%-31.7pp | 68.3%-23.0pp |
| Annual return | 18.80% | 91.55%-72.7pp | 1615.79%-1597.0pp | 40.90%-22.1pp |
| Employer contribution / active EE | $1,457 | $2,264-35.6% | $3,882-62.5% | $2,631-44.6% |
| Participant deferral / active EE | $2,969 | $4,442-33.2% | $6,405-53.6% | $4,212-29.5% |
| Admin fee / account holder | $672 | $7,915-91.5% | $9,769-93.1% | $7,344-90.9% |