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 | $69,449 | $150,187-53.8% | $120,354-42.3% | $145,922-52.4% |
| Participation rate | 35.7% | 78.8%-43.0pp | 71.9%-36.2pp | 80.3%-44.6pp |
| Annual return | 19.55% | 154.07%-134.5pp | 107.15%-87.6pp | 561.29%-541.7pp |
| Employer contribution / active EE | $1,118 | $4,348-74.3% | $3,463-67.7% | $4,660-76.0% |
| Participant deferral / active EE | $4,620 | $6,173-25.2% | $4,991-7.4% | $6,688-30.9% |
| Admin fee / account holder | $2,181 | $12,207-82.1% | $9,423-76.9% | $13,397-83.7% |