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 7-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 | $62,567 | $102,317-38.9% | $146,958-57.4% | $80,856-22.6% |
| Participation rate | 65.1% | 75.8%-10.8pp | 82.2%-17.1pp | 67.6%-2.6pp |
| Annual return | 14.87% | 134.76%-119.9pp | 418.34%-403.5pp | 35.59%-20.7pp |
| Employer contribution / active EE | $2,933 | $3,713-21.0% | $4,933-40.5% | $2,755+6.5% |
| Participant deferral / active EE | $8,418 | $6,644+26.7% | $8,070+4.3% | $4,296+96.0% |
| Admin fee / account holder | $13,360 | $7,941+68.2% | $12,998+2.8% | $6,918+93.1% |