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 | $24,576 | $73,360-66.5% | $177,989-86.2% | $74,495-67.0% |
| Participation rate | 60.4% | 66.6%-6.2pp | 77.1%-16.7pp | 67.2%-6.8pp |
| Annual return | 21.73% | 17.49%+4.2pp | 294.48%-272.7pp | 1364.94%-1343.2pp |
| Employer contribution / active EE | $1,740 | $2,216-21.5% | $3,949-55.9% | $2,623-33.7% |
| Participant deferral / active EE | $2,674 | $4,513-40.7% | $6,276-57.4% | $4,346-38.5% |
| Admin fee / account holder | $1,911 | $1,808+5.7% | $10,363-81.6% | $1,942-1.6% |