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 | $39,325 | $90,348-56.5% | $75,972-48.2% | $145,922-73.1% |
| Participation rate | 40.0% | 74.5%-34.5pp | 69.1%-29.1pp | 80.3%-40.3pp |
| Annual return | 9.67% | 620.88%-611.2pp | 359.55%-349.9pp | 561.29%-551.6pp |
| Employer contribution / active EE | $1,726 | $3,311-47.9% | $2,685-35.7% | $4,660-63.0% |
| Participant deferral / active EE | $3,120 | $5,162-39.6% | $4,255-26.7% | $6,688-53.3% |
| Admin fee / account holder | $6,315 | $8,467-25.4% | $6,467-2.3% | $13,397-52.9% |