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 | $35,886 | $102,616-65.0% | $81,983-56.2% | $158,922-77.4% |
| Participation rate | 63.6% | 75.5%-11.9pp | 69.2%-5.6pp | 82.0%-18.3pp |
| Annual return | 27.07% | 61.04%-34.0pp | 41.31%-14.2pp | 302.83%-275.8pp |
| Employer contribution / active EE | $0 | $3,240-100.0% | $2,498-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,750 | $4,648+2.2% | $3,722+27.6% | $5,982-20.6% |
| Admin fee / account holder | $1,328 | $8,235-83.9% | $5,664-76.5% | $11,246-88.2% |