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 | $49,861 | $126,574-60.6% | $106,213-53.1% | $145,922-65.8% |
| Participation rate | 68.8% | 77.6%-8.9pp | 75.3%-6.5pp | 80.3%-11.5pp |
| Annual return | 12.09% | 224.79%-212.7pp | 116.14%-104.1pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,520 | $3,730-59.3% | $3,171-52.1% | $4,660-67.4% |
| Participant deferral / active EE | $8,789 | $5,724+53.5% | $5,016+75.2% | $6,688+31.4% |
| Admin fee / account holder | $2,922 | $17,304-83.1% | $11,033-73.5% | $13,397-78.2% |