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 | $25,027 | $96,635-74.1% | $86,612-71.1% | $139,434-82.1% |
| Participation rate | 53.8% | 74.4%-20.6pp | 71.7%-17.9pp | 80.3%-26.5pp |
| Annual return | 20.73% | 106.41%-85.7pp | 591.07%-570.3pp | 372.94%-352.2pp |
| Employer contribution / active EE | $1,206 | $3,263-63.1% | $3,022-60.1% | $4,751-74.6% |
| Participant deferral / active EE | $3,582 | $4,836-25.9% | $4,438-19.3% | $6,710-46.6% |
| Admin fee / account holder | $2,851 | $6,408-55.5% | $5,614-49.2% | $11,403-75.0% |