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 | $40,812 | $24,730+65.0% | $66,042-38.2% | $84,808-51.9% |
| Participation rate | 48.0% | 68.1%-20.1pp | 67.5%-19.5pp | 68.3%-20.3pp |
| Annual return | 19.59% | 79.55%-60.0pp | 52.11%-32.5pp | 40.90%-21.3pp |
| Employer contribution / active EE | $1,300 | $857+51.7% | $1,579-17.7% | $2,631-50.6% |
| Participant deferral / active EE | $2,353 | $1,737+35.5% | $2,835-17.0% | $4,212-44.1% |
| Admin fee / account holder | $10,028 | $3,014+232.7% | $5,747+74.5% | $7,344+36.5% |