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 | $68,531 | $126,519-45.8% | $106,201-35.5% | $145,959-53.0% |
| Participation rate | 36.4% | 77.7%-41.3pp | 75.3%-38.9pp | 80.3%-43.9pp |
| Annual return | 15.18% | 225.10%-209.9pp | 116.26%-101.1pp | 561.95%-546.8pp |
| Employer contribution / active EE | $1,286 | $3,726-65.5% | $3,170-59.4% | $4,661-72.4% |
| Participant deferral / active EE | $3,394 | $5,716-40.6% | $5,012-32.3% | $6,689-49.3% |
| Admin fee / account holder | $12,152 | $17,312-29.8% | $11,039+10.1% | $13,398-9.3% |