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 6-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 | $26,686 | $102,317-73.9% | $146,958-81.8% | $80,856-67.0% |
| Participation rate | 34.3% | 75.8%-41.5pp | 82.2%-47.9pp | 67.6%-33.4pp |
| Annual return | 48.88% | 134.76%-85.9pp | 418.34%-369.5pp | 35.59%+13.3pp |
| Employer contribution / active EE | $1,031 | $3,713-72.2% | $4,933-79.1% | $2,755-62.6% |
| Participant deferral / active EE | $2,899 | $6,644-56.4% | $8,070-64.1% | $4,296-32.5% |
| Admin fee / account holder | $3,541 | $7,941-55.4% | $12,998-72.8% | $6,918-48.8% |