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 | $26,332 | $115,770-77.3% | $101,248-74.0% | $158,922-83.4% |
| Participation rate | 38.1% | 79.4%-41.3pp | 75.8%-37.7pp | 82.0%-43.9pp |
| Annual return | 22.25% | 56.14%-33.9pp | 46.47%-24.2pp | 302.83%-280.6pp |
| Employer contribution / active EE | $1,181 | $4,175-71.7% | $3,660-67.7% | $4,761-75.2% |
| Participant deferral / active EE | $1,857 | $4,957-62.5% | $4,370-57.5% | $5,982-69.0% |
| Admin fee / account holder | $1,588 | $7,245-78.1% | $5,945-73.3% | $11,246-85.9% |