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 | $40,259 | $132,634-69.6% | $115,768-65.2% | $137,256-70.7% |
| Participation rate | 68.4% | 77.9%-9.5pp | 74.4%-6.0pp | 80.0%-11.5pp |
| Annual return | 14.17% | 160.70%-146.5pp | 100.46%-86.3pp | 220.34%-206.2pp |
| Employer contribution / active EE | $2,596 | $3,360-22.7% | $2,940-11.7% | $4,156-37.5% |
| Participant deferral / active EE | $5,730 | $5,619+2.0% | $4,917+16.5% | $6,407-10.6% |
| Admin fee / account holder | $3,101 | $15,028-79.4% | $12,439-75.1% | $12,270-74.7% |