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 | $20,181 | $63,861-68.4% | $104,607-80.7% | $79,858-74.7% |
| Participation rate | 37.1% | 64.9%-27.8pp | 74.1%-36.9pp | 69.6%-32.5pp |
| Annual return | 40.04% | 21.30%+18.7pp | 340.46%-300.4pp | 31.71%+8.3pp |
| Employer contribution / active EE | $1,100 | $1,588-30.7% | $2,681-59.0% | $2,471-55.5% |
| Participant deferral / active EE | $1,992 | $2,693-26.1% | $3,740-46.7% | $3,740-46.7% |
| Admin fee / account holder | $605 | $4,185-85.5% | $6,473-90.6% | $5,306-88.6% |