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 | $92,965 | $158,398-41.3% | $126,539-26.5% | $142,382-34.7% |
| Participation rate | 57.1% | 75.8%-18.7pp | 69.8%-12.7pp | 80.1%-23.0pp |
| Annual return | 15.88% | 593.76%-577.9pp | 425.95%-410.1pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,718 | $4,650-63.1% | $3,674-53.2% | $4,299-60.0% |
| Participant deferral / active EE | $6,699 | $4,767+40.5% | $4,083+64.1% | $6,507+2.9% |
| Admin fee / account holder | $3,716 | $6,918-46.3% | $6,065-38.7% | $12,624-70.6% |