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 5-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 | $38,730 | $77,899-50.3% | $149,673-74.1% | $75,163-48.5% |
| Participation rate | 38.5% | 65.6%-27.1pp | 78.8%-40.3pp | 67.2%-28.7pp |
| Annual return | 52.52% | 31.72%+20.8pp | 134.42%-81.9pp | 160.62%-108.1pp |
| Employer contribution / active EE | $590 | $3,137-81.2% | $4,818-87.8% | $2,670-77.9% |
| Participant deferral / active EE | $1,340 | $3,411-60.7% | $5,680-76.4% | $4,125-67.5% |
| Admin fee / account holder | $9,367 | $5,956+57.3% | $13,210-29.1% | $5,651+65.8% |