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 9-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 | $68,750 | $99,918-31.2% | $81,382-15.5% | $145,922-52.9% |
| Participation rate | 22.7% | 74.2%-51.4pp | 69.5%-46.8pp | 80.3%-57.5pp |
| Annual return | 22.45% | 34.32%-11.9pp | 24.73%-2.3pp | 561.29%-538.8pp |
| Employer contribution / active EE | $0 | $2,978-100.0% | $2,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,827 | $4,605-60.3% | $3,883-53.0% | $6,688-72.7% |
| Admin fee / account holder | $3,915 | $8,212-52.3% | $5,768-32.1% | $13,397-70.8% |