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 | $21,758 | $107,934-79.8% | $91,989-76.3% | $152,861-85.8% |
| Participation rate | 64.3% | 81.2%-16.9pp | 78.6%-14.3pp | 82.4%-18.2pp |
| Annual return | 22.48% | 89.24%-66.8pp | 69.02%-46.5pp | 345.32%-322.8pp |
| Employer contribution / active EE | $1,395 | $4,210-66.9% | $3,452-59.6% | $4,762-70.7% |
| Participant deferral / active EE | $2,726 | $6,364-57.2% | $5,923-54.0% | $5,850-53.4% |
| Admin fee / account holder | $4,797 | $10,520-54.4% | $7,743-38.1% | $11,596-58.6% |