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 | $23,828 | $115,770-79.4% | $101,248-76.5% | $158,922-85.0% |
| Participation rate | 40.9% | 79.4%-38.5pp | 75.8%-34.9pp | 82.0%-41.0pp |
| Annual return | 31.85% | 56.14%-24.3pp | 46.47%-14.6pp | 302.83%-271.0pp |
| Employer contribution / active EE | $1,281 | $4,175-69.3% | $3,660-65.0% | $4,761-73.1% |
| Participant deferral / active EE | $2,703 | $4,957-45.5% | $4,370-38.2% | $5,982-54.8% |
| Admin fee / account holder | $325 | $7,245-95.5% | $5,945-94.5% | $11,246-97.1% |