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 | $64,635 | $24,730+161.4% | $66,042-2.1% | $84,808-23.8% |
| Participation rate | 51.3% | 68.1%-16.8pp | 67.5%-16.2pp | 68.3%-17.0pp |
| Annual return | 19.03% | 79.55%-60.5pp | 52.11%-33.1pp | 40.90%-21.9pp |
| Employer contribution / active EE | $313 | $857-63.4% | $1,579-80.2% | $2,631-88.1% |
| Participant deferral / active EE | $1,993 | $1,737+14.7% | $2,835-29.7% | $4,212-52.7% |
| Admin fee / account holder | $4,072 | $3,014+35.1% | $5,747-29.1% | $7,344-44.6% |