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 | $34,505 | $53,516-35.5% | $126,539-72.7% | $84,808-59.3% |
| Participation rate | 21.3% | 58.2%-36.9pp | 69.8%-48.5pp | 68.3%-47.0pp |
| Annual return | 25.27% | 58.34%-33.1pp | 425.95%-400.7pp | 40.90%-15.6pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,514 | $2,671-43.3% | $4,083-62.9% | $4,212-64.1% |
| Admin fee / account holder | $2,976 | $4,497-33.8% | $6,065-50.9% | $7,344-59.5% |