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 9-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 | $74,924 | $115,770-35.3% | $101,248-26.0% | $158,922-52.9% |
| Participation rate | 37.5% | 79.4%-41.9pp | 75.8%-38.3pp | 82.0%-44.5pp |
| Annual return | 20.23% | 56.14%-35.9pp | 46.47%-26.2pp | 302.83%-282.6pp |
| Employer contribution / active EE | $1,144 | $4,175-72.6% | $3,660-68.7% | $4,761-76.0% |
| Participant deferral / active EE | $4,228 | $4,957-14.7% | $4,370-3.3% | $5,982-29.3% |
| Admin fee / account holder | $2,600 | $7,245-64.1% | $5,945-56.3% | $11,246-76.9% |