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 | $58,257 | $136,179-57.2% | $98,755-41.0% | $167,490-65.2% |
| Participation rate | 43.5% | 70.2%-26.7pp | 65.7%-22.2pp | 82.1%-38.6pp |
| Annual return | 15.87% | 67.53%-51.7pp | 49.91%-34.0pp | 478.56%-462.7pp |
| Employer contribution / active EE | $2,063 | $2,631-21.6% | $2,067-0.2% | $4,837-57.3% |
| Participant deferral / active EE | $4,235 | $3,716+14.0% | $3,035+39.5% | $6,341-33.2% |
| Admin fee / account holder | $324 | $5,031-93.6% | $4,076-92.0% | $12,309-97.4% |