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 | $15,368 | $104,907-85.4% | $84,611-81.8% | $152,861-89.9% |
| Participation rate | 50.0% | 74.8%-24.8pp | 68.2%-18.2pp | 82.4%-32.4pp |
| Annual return | 24.07% | 373.79%-349.7pp | 258.74%-234.7pp | 345.32%-321.2pp |
| Employer contribution / active EE | $774 | $3,302-76.5% | $2,652-70.8% | $4,762-83.7% |
| Participant deferral / active EE | $1,525 | $4,688-67.5% | $3,899-60.9% | $5,850-73.9% |
| Admin fee / account holder | $1,385 | $6,241-77.8% | $4,912-71.8% | $11,596-88.1% |