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 | $64,826 | $112,096-42.2% | $95,952-32.4% | $158,922-59.2% |
| Participation rate | 58.3% | 79.0%-20.6pp | 77.1%-18.7pp | 82.0%-23.6pp |
| Annual return | 12.86% | 171.09%-158.2pp | 91.61%-78.7pp | 302.83%-290.0pp |
| Employer contribution / active EE | $1,150 | $3,198-64.0% | $2,541-54.7% | $4,761-75.8% |
| Participant deferral / active EE | $3,007 | $4,784-37.1% | $4,167-27.8% | $5,982-49.7% |
| Admin fee / account holder | $7,957 | $10,130-21.5% | $6,795+17.1% | $11,246-29.2% |