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 | $19,872 | $85,202-76.7% | $172,739-88.5% | $72,985-72.8% |
| Participation rate | 45.8% | 70.1%-24.2pp | 82.6%-36.8pp | 69.5%-23.7pp |
| Annual return | 29.01% | 27.32%+1.7pp | 802.84%-773.8pp | 81.00%-52.0pp |
| Employer contribution / active EE | $1,522 | $3,324-54.2% | $5,143-70.4% | $2,440-37.6% |
| Participant deferral / active EE | $2,506 | $3,260-23.1% | $5,198-51.8% | $3,607-30.5% |
| Admin fee / account holder | $339 | $5,884-94.2% | $13,954-97.6% | $5,124-93.4% |