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 | $52,786 | $102,317-48.4% | $146,958-64.1% | $80,856-34.7% |
| Participation rate | 40.0% | 75.8%-35.8pp | 82.2%-42.2pp | 67.6%-27.6pp |
| Annual return | 14.38% | 134.76%-120.4pp | 418.34%-404.0pp | 35.59%-21.2pp |
| Employer contribution / active EE | $1,229 | $3,713-66.9% | $4,933-75.1% | $2,755-55.4% |
| Participant deferral / active EE | $4,482 | $6,644-32.5% | $8,070-44.5% | $4,296+4.3% |
| Admin fee / account holder | $4,964 | $7,941-37.5% | $12,998-61.8% | $6,918-28.2% |