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 | $32,236 | $59,417-45.7% | $93,606-65.6% | $74,495-56.7% |
| Participation rate | 47.2% | 59.7%-12.5pp | 68.7%-21.6pp | 67.2%-20.0pp |
| Annual return | 21.96% | 81.83%-59.9pp | 133.20%-111.2pp | 1364.94%-1343.0pp |
| Employer contribution / active EE | $1,403 | $1,264+11.1% | $2,420-42.0% | $2,623-46.5% |
| Participant deferral / active EE | $2,238 | $3,050-26.6% | $4,411-49.3% | $4,346-48.5% |
| Admin fee / account holder | $953 | $3,021-68.5% | $8,285-88.5% | $1,942-50.9% |