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 | $48,693 | $115,770-57.9% | $101,248-51.9% | $158,922-69.4% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.8%-13.3pp | 82.0%-19.5pp |
| Annual return | 19.81% | 56.14%-36.3pp | 46.47%-26.7pp | 302.83%-283.0pp |
| Employer contribution / active EE | $1,810 | $4,175-56.6% | $3,660-50.5% | $4,761-62.0% |
| Participant deferral / active EE | $5,539 | $4,957+11.7% | $4,370+26.7% | $5,982-7.4% |
| Admin fee / account holder | $1,208 | $7,245-83.3% | $5,945-79.7% | $11,246-89.3% |