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 | $38,634 | $106,890-63.9% | $84,015-54.0% | $152,861-74.7% |
| Participation rate | 38.5% | 75.2%-36.8pp | 69.0%-30.6pp | 82.4%-44.0pp |
| Annual return | 27.43% | 104.99%-77.6pp | 71.31%-43.9pp | 345.32%-317.9pp |
| Employer contribution / active EE | $1,487 | $2,734-45.6% | $1,983-25.0% | $4,762-68.8% |
| Participant deferral / active EE | $5,715 | $4,011+42.5% | $3,239+76.5% | $5,850-2.3% |
| Admin fee / account holder | $3,275 | $8,285-60.5% | $6,101-46.3% | $11,596-71.8% |