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 | $43,692 | $99,877-56.3% | $84,966-48.6% | $145,922-70.1% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-46.9pp |
| Annual return | 24.55% | 83.76%-59.2pp | 66.38%-41.8pp | 561.29%-536.7pp |
| Employer contribution / active EE | $853 | $3,231-73.6% | $2,727-68.7% | $4,660-81.7% |
| Participant deferral / active EE | $4,663 | $5,291-11.9% | $4,519+3.2% | $6,688-30.3% |
| Admin fee / account holder | $357 | $7,248-95.1% | $6,149-94.2% | $13,397-97.3% |