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 | $28,701 | $39,019-26.4% | $80,716-64.4% | $85,850-66.6% |
| Participation rate | 44.1% | 41.5%+2.6pp | 54.2%-10.0pp | 69.3%-25.2pp |
| Annual return | 16.04% | 26.27%-10.2pp | 87.28%-71.2pp | 318.53%-302.5pp |
| Employer contribution / active EE | $2,037 | $722+182.1% | $1,160+75.6% | $2,565-20.6% |
| Participant deferral / active EE | $3,259 | $1,326+145.9% | $2,146+51.9% | $3,952-17.5% |
| Admin fee / account holder | $1,072 | $2,431-55.9% | $3,380-68.3% | $6,260-82.9% |