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 9-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 | $27,884 | $118,427-76.5% | $66,042-57.8% | $142,382-80.4% |
| Participation rate | 46.2% | 68.1%-22.0pp | 67.5%-21.4pp | 80.1%-34.0pp |
| Annual return | 17.85% | 35.57%-17.7pp | 52.11%-34.3pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,400 | $2,570-45.5% | $1,579-11.3% | $4,299-67.4% |
| Participant deferral / active EE | $2,464 | $4,311-42.8% | $2,835-13.1% | $6,507-62.1% |
| Admin fee / account holder | $2,186 | $9,593-77.2% | $5,747-62.0% | $12,624-82.7% |