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 | $49,645 | $65,561-24.3% | $86,188-42.4% | $75,163-34.0% |
| Participation rate | 40.7% | 60.5%-19.7pp | 69.0%-28.2pp | 67.2%-26.5pp |
| Annual return | 16.34% | 46.05%-29.7pp | 1168.45%-1152.1pp | 160.62%-144.3pp |
| Employer contribution / active EE | $812 | $1,553-47.7% | $2,380-65.9% | $2,670-69.6% |
| Participant deferral / active EE | $3,101 | $3,024+2.6% | $3,985-22.2% | $4,125-24.8% |
| Admin fee / account holder | $1,052 | $5,474-80.8% | $6,852-84.7% | $5,651-81.4% |