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 | $57,000 | $103,376-44.9% | $87,100-34.6% | $152,861-62.7% |
| Participation rate | 60.0% | 79.3%-19.3pp | 76.9%-16.9pp | 82.4%-22.4pp |
| Annual return | 1577.81% | 28.10%+1549.7pp | 28.19%+1549.6pp | 345.32%+1232.5pp |
| Employer contribution / active EE | $1,190 | $3,220-63.0% | $2,521-52.8% | $4,762-75.0% |
| Participant deferral / active EE | $4,281 | $4,778-10.4% | $4,049+5.7% | $5,850-26.8% |
| Admin fee / account holder | $941 | $12,205-92.3% | $7,497-87.4% | $11,596-91.9% |