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 9-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 | $25,947 | $52,353-50.4% | $120,225-78.4% | $82,448-68.5% |
| Participation rate | 69.8% | 58.3%+11.5pp | 69.6%+0.2pp | 68.1%+1.7pp |
| Annual return | 20.07% | 61.85%-41.8pp | 439.23%-419.2pp | 41.64%-21.6pp |
| Employer contribution / active EE | $1,066 | $1,510-29.4% | $3,475-69.3% | $2,551-58.2% |
| Participant deferral / active EE | $1,864 | $2,627-29.0% | $3,999-53.4% | $4,139-55.0% |
| Admin fee / account holder | $429 | $4,363-90.2% | $5,696-92.5% | $7,234-94.1% |