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 | $38,593 | $59,417-35.0% | $93,606-58.8% | $74,495-48.2% |
| Participation rate | 67.3% | 59.7%+7.6pp | 68.7%-1.4pp | 67.2%+0.1pp |
| Annual return | 18.34% | 81.83%-63.5pp | 133.20%-114.9pp | 1364.94%-1346.6pp |
| Employer contribution / active EE | $2,137 | $1,264+69.1% | $2,420-11.7% | $2,623-18.5% |
| Participant deferral / active EE | $4,899 | $3,050+60.6% | $4,411+11.1% | $4,346+12.7% |
| Admin fee / account holder | $1,769 | $3,021-41.5% | $8,285-78.7% | $1,942-8.9% |