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 | $28,751 | $90,348-68.2% | $75,972-62.2% | $145,922-80.3% |
| Participation rate | 58.3% | 74.5%-16.1pp | 69.1%-10.7pp | 80.3%-21.9pp |
| Annual return | 10.53% | 620.88%-610.3pp | 359.55%-349.0pp | 561.29%-550.8pp |
| Employer contribution / active EE | $1,289 | $3,311-61.1% | $2,685-52.0% | $4,660-72.3% |
| Participant deferral / active EE | $2,891 | $5,162-44.0% | $4,255-32.1% | $6,688-56.8% |
| Admin fee / account holder | $2,539 | $8,467-70.0% | $6,467-60.7% | $13,397-81.0% |