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 | $55,238 | $60,892-9.3% | $82,389-33.0% | $84,808-34.9% |
| Participation rate | 39.2% | 63.3%-24.1pp | 69.5%-30.3pp | 68.3%-29.1pp |
| Annual return | 63.35% | 37.29%+26.1pp | 28.67%+34.7pp | 40.90%+22.5pp |
| Employer contribution / active EE | $943 | $1,779-47.0% | $2,517-62.5% | $2,631-64.2% |
| Participant deferral / active EE | $2,130 | $3,179-33.0% | $4,155-48.7% | $4,212-49.4% |
| Admin fee / account holder | $878 | $5,467-83.9% | $7,231-87.9% | $7,344-88.0% |