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 | $31,668 | $95,416-66.8% | $185,823-83.0% | $85,850-63.1% |
| Participation rate | 48.6% | 68.8%-20.1pp | 81.7%-33.1pp | 69.3%-20.7pp |
| Annual return | 16.30% | 23.59%-7.3pp | 122.05%-105.8pp | 318.53%-302.2pp |
| Employer contribution / active EE | $1,713 | $3,314-48.3% | $5,167-66.8% | $2,565-33.2% |
| Participant deferral / active EE | $3,106 | $3,423-9.3% | $5,568-44.2% | $3,952-21.4% |
| Admin fee / account holder | $668 | $7,213-90.7% | $16,237-95.9% | $6,260-89.3% |