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 | $49,325 | $74,888-34.1% | $71,209-30.7% | $142,382-65.4% |
| Participation rate | 23.1% | 76.2%-53.1pp | 73.8%-50.7pp | 80.1%-57.0pp |
| Annual return | 16.13% | 345.14%-329.0pp | 282.51%-266.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,099 | $4,454-52.9% | $4,175-49.7% | $6,507-67.7% |
| Admin fee / account holder | $2,640 | $5,568-52.6% | $5,349-50.6% | $12,624-79.1% |