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 | $70,228 | $111,724-37.1% | $93,606-25.0% | $145,922-51.9% |
| Participation rate | 25.0% | 74.2%-49.2pp | 68.7%-43.7pp | 80.3%-55.3pp |
| Annual return | 8.15% | 202.98%-194.8pp | 133.20%-125.0pp | 561.29%-553.1pp |
| Employer contribution / active EE | $1,188 | $3,090-61.6% | $2,420-50.9% | $4,660-74.5% |
| Participant deferral / active EE | $3,234 | $4,912-34.2% | $4,411-26.7% | $6,688-51.6% |
| Admin fee / account holder | $1,609 | $10,250-84.3% | $8,285-80.6% | $13,397-88.0% |