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 | $22,264 | $180,749-87.7% | $160,784-86.2% | $137,256-83.8% |
| Participation rate | 57.1% | 80.0%-22.8pp | 77.0%-19.8pp | 80.0%-22.8pp |
| Annual return | 15.27% | 2234.46%-2219.2pp | 1803.92%-1788.6pp | 220.34%-205.1pp |
| Employer contribution / active EE | $924 | $4,155-77.8% | $3,733-75.2% | $4,156-77.8% |
| Participant deferral / active EE | $2,162 | $6,844-68.4% | $6,293-65.7% | $6,407-66.3% |
| Admin fee / account holder | $7,172 | $10,397-31.0% | $9,717-26.2% | $12,270-41.5% |