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 | $16,939 | $105,998-84.0% | $92,233-81.6% | $147,584-88.5% |
| Participation rate | 55.6% | 80.4%-24.9pp | 76.5%-20.9pp | 82.8%-27.3pp |
| Annual return | 21.67% | 50.05%-28.4pp | 176.28%-154.6pp | 578.55%-556.9pp |
| Employer contribution / active EE | $1,389 | $4,333-68.0% | $3,679-62.3% | $4,876-71.5% |
| Participant deferral / active EE | $4,181 | $4,478-6.6% | $3,897+7.3% | $5,439-23.1% |
| Admin fee / account holder | $3,007 | $6,332-52.5% | $5,194-42.1% | $10,885-72.4% |