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 | $73,000 | $88,672-17.7% | $105,223-30.6% | $82,448-11.5% |
| Participation rate | 53.8% | 67.9%-14.1pp | 75.0%-21.2pp | 68.1%-14.2pp |
| Annual return | 30.15% | 30.86%-0.7pp | 180.65%-150.5pp | 41.64%-11.5pp |
| Employer contribution / active EE | $1,976 | $3,048-35.2% | $3,689-46.4% | $2,551-22.5% |
| Participant deferral / active EE | $4,605 | $4,036+14.1% | $5,072-9.2% | $4,139+11.3% |
| Admin fee / account holder | $1,459 | $7,146-79.6% | $8,859-83.5% | $7,234-79.8% |