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 | $21,331 | $107,334-80.1% | $92,893-77.0% | $152,861-86.0% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.4%-32.4pp |
| Annual return | 32.25% | 145.58%-113.3pp | 109.41%-77.2pp | 345.32%-313.1pp |
| Employer contribution / active EE | $1,786 | $4,221-57.7% | $3,653-51.1% | $4,762-62.5% |
| Participant deferral / active EE | $5,754 | $4,845+18.8% | $4,236+35.8% | $5,850-1.7% |
| Admin fee / account holder | $510 | $7,079-92.8% | $5,794-91.2% | $11,596-95.6% |