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 | $22,611 | $115,770-80.5% | $101,248-77.7% | $158,922-85.8% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 20.92% | 56.14%-35.2pp | 46.47%-25.6pp | 302.83%-281.9pp |
| Employer contribution / active EE | $1,204 | $4,175-71.2% | $3,660-67.1% | $4,761-74.7% |
| Participant deferral / active EE | $2,498 | $4,957-49.6% | $4,370-42.8% | $5,982-58.2% |
| Admin fee / account holder | $910 | $7,245-87.4% | $5,945-84.7% | $11,246-91.9% |