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 | $31,066 | $96,635-67.9% | $86,612-64.1% | $139,434-77.7% |
| Participation rate | 34.8% | 74.4%-39.6pp | 71.7%-36.9pp | 80.3%-45.5pp |
| Annual return | 23.59% | 106.41%-82.8pp | 591.07%-567.5pp | 372.94%-349.4pp |
| Employer contribution / active EE | $1,766 | $3,263-45.9% | $3,022-41.6% | $4,751-62.8% |
| Participant deferral / active EE | $2,892 | $4,836-40.2% | $4,438-34.8% | $6,710-56.9% |
| Admin fee / account holder | $651 | $6,408-89.8% | $5,614-88.4% | $11,403-94.3% |