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 | $58,160 | $72,492-19.8% | $87,100-33.2% | $72,985-20.3% |
| Participation rate | 27.9% | 72.8%-44.9pp | 76.9%-48.9pp | 69.5%-41.5pp |
| Annual return | 216.85% | 24.46%+192.4pp | 28.19%+188.7pp | 81.00%+135.8pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,006 | $3,270-38.6% | $4,049-50.5% | $3,607-44.4% |
| Admin fee / account holder | $3,251 | $5,055-35.7% | $7,497-56.6% | $5,124-36.6% |