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 | $15,972 | $107,934-85.2% | $91,989-82.6% | $152,861-89.6% |
| Participation rate | 30.0% | 81.2%-51.2pp | 78.6%-48.6pp | 82.4%-52.4pp |
| Annual return | 43.41% | 89.24%-45.8pp | 69.02%-25.6pp | 345.32%-301.9pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,294 | $6,364-48.2% | $5,923-44.4% | $5,850-43.7% |
| Admin fee / account holder | $6,877 | $10,520-34.6% | $7,743-11.2% | $11,596-40.7% |