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 | $32,821 | $102,966-68.1% | $90,281-63.6% | $152,861-78.5% |
| Participation rate | 45.8% | 75.9%-30.0pp | 73.3%-27.4pp | 82.4%-36.6pp |
| Annual return | 23.68% | 95.16%-71.5pp | 78.10%-54.4pp | 345.32%-321.6pp |
| Employer contribution / active EE | $1,361 | $3,139-56.7% | $2,854-52.3% | $4,762-71.4% |
| Participant deferral / active EE | $2,769 | $4,281-35.3% | $3,885-28.7% | $5,850-52.7% |
| Admin fee / account holder | $359 | $6,171-94.2% | $5,351-93.3% | $11,596-96.9% |