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 | $41,489 | $158,398-73.8% | $126,539-67.2% | $142,382-70.9% |
| Participation rate | 58.8% | 75.8%-17.0pp | 69.8%-11.0pp | 80.1%-21.3pp |
| Annual return | 19.44% | 593.76%-574.3pp | 425.95%-406.5pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,061 | $4,650-77.2% | $3,674-71.1% | $4,299-75.3% |
| Participant deferral / active EE | $2,573 | $4,767-46.0% | $4,083-37.0% | $6,507-60.5% |
| Admin fee / account holder | $2,449 | $6,918-64.6% | $6,065-59.6% | $12,624-80.6% |