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 9-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 | $62,581 | $65,561-4.5% | $86,188-27.4% | $75,163-16.7% |
| Participation rate | 38.7% | 60.5%-21.8pp | 69.0%-30.2pp | 67.2%-28.5pp |
| Annual return | 15.57% | 46.05%-30.5pp | 1168.45%-1152.9pp | 160.62%-145.0pp |
| Employer contribution / active EE | $1,064 | $1,553-31.5% | $2,380-55.3% | $2,670-60.2% |
| Participant deferral / active EE | $3,305 | $3,024+9.3% | $3,985-17.1% | $4,125-19.9% |
| Admin fee / account holder | $1,220 | $5,474-77.7% | $6,852-82.2% | $5,651-78.4% |