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 7-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 | $33,094 | $60,261-45.1% | $81,783-59.5% | $74,546-55.6% |
| Participation rate | 30.8% | 62.9%-32.1pp | 72.4%-41.6pp | 67.2%-36.4pp |
| Annual return | 13.74% | 16.88%-3.1pp | 775.05%-761.3pp | 1366.03%-1352.3pp |
| Employer contribution / active EE | $1,108 | $2,622-57.7% | $2,913-62.0% | $2,624-57.8% |
| Participant deferral / active EE | $2,003 | $3,388-40.9% | $4,320-53.6% | $4,347-53.9% |
| Admin fee / account holder | $9,382 | $1,482+532.8% | $7,380+27.1% | $1,944+382.7% |