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 | $28,743 | $106,890-73.1% | $84,015-65.8% | $152,861-81.2% |
| Participation rate | 61.1% | 75.2%-14.1pp | 69.0%-7.9pp | 82.4%-21.3pp |
| Annual return | 30.83% | 104.99%-74.2pp | 71.31%-40.5pp | 345.32%-314.5pp |
| Employer contribution / active EE | $1,001 | $2,734-63.4% | $1,983-49.5% | $4,762-79.0% |
| Participant deferral / active EE | $5,126 | $4,011+27.8% | $3,239+58.3% | $5,850-12.4% |
| Admin fee / account holder | $2,238 | $8,285-73.0% | $6,101-63.3% | $11,596-80.7% |