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 | $25,465 | $157,256-83.8% | $141,162-82.0% | $152,861-83.3% |
| Participation rate | 41.2% | 84.8%-43.6pp | 82.5%-41.3pp | 82.4%-41.3pp |
| Annual return | 35.28% | 64.32%-29.0pp | 71.39%-36.1pp | 345.32%-310.0pp |
| Employer contribution / active EE | $2,069 | $5,261-60.7% | $4,735-56.3% | $4,762-56.5% |
| Participant deferral / active EE | $3,481 | $7,109-51.0% | $6,709-48.1% | $5,850-40.5% |
| Admin fee / account holder | $2,396 | $12,120-80.2% | $10,261-76.6% | $11,596-79.3% |