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 | $62,583 | $117,859-46.9% | $102,438-38.9% | $145,959-57.1% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 31.57% | 31.72%-0.2pp | 29.37%+2.2pp | 561.95%-530.4pp |
| Employer contribution / active EE | $1,671 | $3,615-53.8% | $3,024-44.7% | $4,661-64.1% |
| Participant deferral / active EE | $5,144 | $5,732-10.3% | $5,054+1.8% | $6,689-23.1% |
| Admin fee / account holder | $1,683 | $13,318-87.4% | $9,448-82.2% | $13,398-87.4% |