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 | $18,985 | $107,334-82.3% | $92,893-79.6% | $152,861-87.6% |
| Participation rate | 54.5% | 79.8%-25.2pp | 76.0%-21.5pp | 82.4%-27.9pp |
| Annual return | 29.45% | 145.58%-116.1pp | 109.41%-80.0pp | 345.32%-315.9pp |
| Employer contribution / active EE | $8,927 | $4,221+111.5% | $3,653+144.4% | $4,762+87.5% |
| Participant deferral / active EE | $3,822 | $4,845-21.1% | $4,236-9.8% | $5,850-34.7% |
| Admin fee / account holder | $862 | $7,079-87.8% | $5,794-85.1% | $11,596-92.6% |