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 | $46,525 | $56,114-17.1% | $96,139-51.6% | $85,850-45.8% |
| Participation rate | 57.1% | 56.7%+0.4pp | 68.4%-11.3pp | 69.3%-12.2pp |
| Annual return | 25.93% | 42.30%-16.4pp | 191.94%-166.0pp | 318.53%-292.6pp |
| Employer contribution / active EE | $749 | $1,620-53.8% | $2,797-73.2% | $2,565-70.8% |
| Participant deferral / active EE | $1,736 | $2,859-39.3% | $4,349-60.1% | $3,952-56.1% |
| Admin fee / account holder | $2,179 | $3,768-42.2% | $5,537-60.6% | $6,260-65.2% |