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 | $23,330+74.9% | $64,489-36.7% | $82,448-50.5% |
| Participation rate | 48.0% | 68.3%-20.3pp | 67.7%-19.7pp | 68.1%-20.1pp |
| Annual return | 19.59% | 83.66%-64.1pp | 55.03%-35.4pp | 41.64%-22.1pp |
| Employer contribution / active EE | $1,300 | $824+57.6% | $1,523-14.7% | $2,551-49.1% |
| Participant deferral / active EE | $2,353 | $1,707+37.9% | $2,778-15.3% | $4,139-43.1% |
| Admin fee / account holder | $10,028 | $2,946+240.4% | $4,260+135.4% | $7,234+38.6% |