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 | $21,558 | $115,770-81.4% | $101,248-78.7% | $158,922-86.4% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.8%-13.3pp | 82.0%-19.5pp |
| Annual return | 24.25% | 56.14%-31.9pp | 46.47%-22.2pp | 302.83%-278.6pp |
| Employer contribution / active EE | $1,307 | $4,175-68.7% | $3,660-64.3% | $4,761-72.5% |
| Participant deferral / active EE | $5,521 | $4,957+11.4% | $4,370+26.3% | $5,982-7.7% |
| Admin fee / account holder | $356 | $7,245-95.1% | $5,945-94.0% | $11,246-96.8% |