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 | $20,264 | $67,984-70.2% | $65,493-69.1% | $74,304-72.7% |
| Participation rate | 64.5% | 66.3%-1.8pp | 73.1%-8.6pp | 60.3%+4.1pp |
| Annual return | 12.72% | 19.87%-7.1pp | 982.45%-969.7pp | 29.43%-16.7pp |
| Employer contribution / active EE | $895 | $2,491-64.1% | $2,574-65.2% | $2,241-60.1% |
| Participant deferral / active EE | $2,934 | $3,346-12.3% | $3,961-25.9% | $3,767-22.1% |
| Admin fee / account holder | $2,103 | $1,373+53.2% | $5,028-58.2% | $2,969-29.2% |