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 | $49,741 | $132,634-62.5% | $115,768-57.0% | $137,256-63.8% |
| Participation rate | 64.3% | 77.9%-13.6pp | 74.4%-10.1pp | 80.0%-15.7pp |
| Annual return | 16.86% | 160.70%-143.8pp | 100.46%-83.6pp | 220.34%-203.5pp |
| Employer contribution / active EE | $1,748 | $3,360-48.0% | $2,940-40.5% | $4,156-57.9% |
| Participant deferral / active EE | $5,089 | $5,619-9.4% | $4,917+3.5% | $6,407-20.6% |
| Admin fee / account holder | $2,554 | $15,028-83.0% | $12,439-79.5% | $12,270-79.2% |