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 | $22,886 | $115,770-80.2% | $101,248-77.4% | $158,922-85.6% |
| Participation rate | 57.1% | 79.4%-22.2pp | 75.8%-18.7pp | 82.0%-24.8pp |
| Annual return | 36.15% | 56.14%-20.0pp | 46.47%-10.3pp | 302.83%-266.7pp |
| Employer contribution / active EE | $1,544 | $4,175-63.0% | $3,660-57.8% | $4,761-67.6% |
| Participant deferral / active EE | $9,900 | $4,957+99.7% | $4,370+126.5% | $5,982+65.5% |
| Admin fee / account holder | $553 | $7,245-92.4% | $5,945-90.7% | $11,246-95.1% |