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 | $29,128 | $107,334-72.9% | $92,893-68.6% | $152,861-80.9% |
| Participation rate | 63.2% | 79.8%-16.6pp | 76.0%-12.8pp | 82.4%-19.3pp |
| Annual return | 24.40% | 145.58%-121.2pp | 109.41%-85.0pp | 345.32%-320.9pp |
| Employer contribution / active EE | $1,975 | $4,221-53.2% | $3,653-45.9% | $4,762-58.5% |
| Participant deferral / active EE | $6,309 | $4,845+30.2% | $4,236+48.9% | $5,850+7.8% |
| Admin fee / account holder | $3,965 | $7,079-44.0% | $5,794-31.6% | $11,596-65.8% |