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 | $36,041 | $232,540-84.5% | $185,117-80.5% | $147,584-75.6% |
| Participation rate | 30.0% | 82.4%-52.4pp | 77.3%-47.3pp | 82.8%-52.8pp |
| Annual return | 19.95% | 43.03%-23.1pp | 40.50%-20.5pp | 578.55%-558.6pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,169 | $5,834-80.0% | $5,045-76.8% | $5,439-78.5% |
| Admin fee / account holder | $972 | $10,275-90.5% | $8,159-88.1% | $10,885-91.1% |