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 | $35,745 | $70,669-49.4% | $169,368-78.9% | $75,163-52.4% |
| Participation rate | 55.6% | 64.8%-9.2pp | 77.1%-21.6pp | 67.2%-11.6pp |
| Annual return | 29.24% | 36.36%-7.1pp | 405.60%-376.4pp | 160.62%-131.4pp |
| Employer contribution / active EE | $1,587 | $2,211-28.2% | $4,013-60.5% | $2,670-40.6% |
| Participant deferral / active EE | $4,859 | $4,311+12.7% | $6,221-21.9% | $4,125+17.8% |
| Admin fee / account holder | $4,703 | $5,402-12.9% | $9,003-47.8% | $5,651-16.8% |