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 | $40,274 | $101,317-60.2% | $146,958-72.6% | $74,495-45.9% |
| Participation rate | 41.0% | 75.5%-34.5pp | 82.2%-41.2pp | 67.2%-26.2pp |
| Annual return | 19.74% | 8730.91%-8711.2pp | 418.34%-398.6pp | 1364.94%-1345.2pp |
| Employer contribution / active EE | $1,464 | $3,810-61.6% | $4,933-70.3% | $2,623-44.2% |
| Participant deferral / active EE | $3,373 | $7,303-53.8% | $8,070-58.2% | $4,346-22.4% |
| Admin fee / account holder | $6,015 | $1,739+245.9% | $12,998-53.7% | $1,942+209.8% |