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 | $41,362 | $80,812-48.8% | $160,784-74.3% | $82,448-49.8% |
| Participation rate | 45.3% | 66.2%-20.9pp | 77.0%-31.6pp | 68.1%-22.8pp |
| Annual return | 18.80% | 100.59%-81.8pp | 1803.92%-1785.1pp | 41.64%-22.8pp |
| Employer contribution / active EE | $1,457 | $2,174-33.0% | $3,733-61.0% | $2,551-42.9% |
| Participant deferral / active EE | $2,969 | $4,335-31.5% | $6,293-52.8% | $4,139-28.3% |
| Admin fee / account holder | $672 | $7,695-91.3% | $9,717-93.1% | $7,234-90.7% |