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 | $21,550 | $53,516-59.7% | $126,539-83.0% | $84,808-74.6% |
| Participation rate | 22.6% | 58.2%-35.7pp | 69.8%-47.2pp | 68.3%-45.7pp |
| Annual return | 16.59% | 58.34%-41.7pp | 425.95%-409.4pp | 40.90%-24.3pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,165 | $2,671-56.4% | $4,083-71.5% | $4,212-72.3% |
| Admin fee / account holder | $1,074 | $4,497-76.1% | $6,065-82.3% | $7,344-85.4% |