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 | $22,894 | $90,348-74.7% | $75,972-69.9% | $145,922-84.3% |
| Participation rate | 54.5% | 74.5%-19.9pp | 69.1%-14.5pp | 80.3%-25.7pp |
| Annual return | 20.36% | 620.88%-600.5pp | 359.55%-339.2pp | 561.29%-540.9pp |
| Employer contribution / active EE | $3,971 | $3,311+19.9% | $2,685+47.9% | $4,660-14.8% |
| Participant deferral / active EE | $7,174 | $5,162+39.0% | $4,255+68.6% | $6,688+7.3% |
| Admin fee / account holder | $6,220 | $8,467-26.5% | $6,467-3.8% | $13,397-53.6% |