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 | $14,080 | $109,327-87.1% | $89,391-84.2% | $158,922-91.1% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.0%-18.0pp | 82.0%-32.0pp |
| Annual return | 19.03% | 345.68%-326.6pp | 245.62%-226.6pp | 302.83%-283.8pp |
| Employer contribution / active EE | $1,271 | $3,170-59.9% | $2,586-50.9% | $4,761-73.3% |
| Participant deferral / active EE | $3,342 | $4,598-27.3% | $3,890-14.1% | $5,982-44.1% |
| Admin fee / account holder | $1,363 | $6,153-77.8% | $4,881-72.1% | $11,246-87.9% |