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 | $68,725 | $102,317-32.8% | $146,958-53.2% | $80,856-15.0% |
| Participation rate | 43.2% | 75.8%-32.6pp | 82.2%-38.9pp | 67.6%-24.4pp |
| Annual return | 15.25% | 134.76%-119.5pp | 418.34%-403.1pp | 35.59%-20.3pp |
| Employer contribution / active EE | $1,596 | $3,713-57.0% | $4,933-67.6% | $2,755-42.1% |
| Participant deferral / active EE | $3,307 | $6,644-50.2% | $8,070-59.0% | $4,296-23.0% |
| Admin fee / account holder | $586 | $7,941-92.6% | $12,998-95.5% | $6,918-91.5% |