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 | $39,575 | $117,841-66.4% | $102,423-61.4% | $145,922-72.9% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 15.92% | 31.65%-15.7pp | 29.32%-13.4pp | 561.29%-545.4pp |
| Employer contribution / active EE | $1,641 | $3,615-54.6% | $3,023-45.7% | $4,660-64.8% |
| Participant deferral / active EE | $4,315 | $5,731-24.7% | $5,053-14.6% | $6,688-35.5% |
| Admin fee / account holder | $808 | $13,326-93.9% | $9,451-91.4% | $13,397-94.0% |