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 | $12,715 | $53,516-76.2% | $126,539-90.0% | $84,808-85.0% |
| Participation rate | 41.5% | 58.2%-16.8pp | 69.8%-28.4pp | 68.3%-26.8pp |
| Annual return | 21.75% | 58.34%-36.6pp | 425.95%-404.2pp | 40.90%-19.1pp |
| Employer contribution / active EE | $479 | $1,535-68.8% | $3,674-87.0% | $2,631-81.8% |
| Participant deferral / active EE | $1,272 | $2,671-52.4% | $4,083-68.8% | $4,212-69.8% |
| Admin fee / account holder | $894 | $4,497-80.1% | $6,065-85.3% | $7,344-87.8% |