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 | $15,808 | $51,638-69.4% | $68,368-76.9% | $82,448-80.8% |
| Participation rate | 64.9% | 63.6%+1.3pp | 73.8%-8.8pp | 68.1%-3.2pp |
| Annual return | 17.14% | 37.53%-20.4pp | 292.57%-275.4pp | 41.64%-24.5pp |
| Employer contribution / active EE | $876 | $2,047-57.2% | $2,649-66.9% | $2,551-65.7% |
| Participant deferral / active EE | $1,845 | $2,914-36.7% | $4,123-55.3% | $4,139-55.4% |
| Admin fee / account holder | $1,978 | $4,643-57.4% | $5,150-61.6% | $7,234-72.7% |