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 | $39,388 | $185,822-78.8% | $169,993-76.8% | $139,434-71.8% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 21.38% | 60.50%-39.1pp | 53.37%-32.0pp | 372.94%-351.6pp |
| Employer contribution / active EE | $1,591 | $7,590-79.0% | $6,785-76.6% | $4,751-66.5% |
| Participant deferral / active EE | $6,409 | $11,622-44.9% | $10,408-38.4% | $6,710-4.5% |
| Admin fee / account holder | $799 | $15,381-94.8% | $12,815-93.8% | $11,403-93.0% |