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 | $44,135 | $77,145-42.8% | $108,410-59.3% | $85,850-48.6% |
| Participation rate | 68.8% | 74.7%-5.9pp | 80.1%-11.4pp | 69.3%-0.6pp |
| Annual return | 21.06% | 44.54%-23.5pp | 905.27%-884.2pp | 318.53%-297.5pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,334 | $5,566+49.7% | $6,563+27.0% | $3,952+110.9% |
| Admin fee / account holder | $7,725 | $5,172+49.4% | $7,295+5.9% | $6,260+23.4% |