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 | $36,770 | $94,625-61.1% | $116,228-68.4% | $84,808-56.6% |
| Participation rate | 0.0% | 70.4%-70.4pp | 74.6%-74.6pp | 68.3%-68.3pp |
| Annual return | 13.32% | 20.40%-7.1pp | 90.06%-76.7pp | 40.90%-27.6pp |
| Employer contribution / active EE | $1,510 | $2,347-35.7% | $2,994-49.6% | $2,631-42.6% |
| Participant deferral / active EE | $3,432 | $3,972-13.6% | $4,953-30.7% | $4,212-18.5% |
| Admin fee / account holder | $7,929 | $10,091-21.4% | $11,989-33.9% | $7,344+8.0% |