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 | $117,841-46.9% | $102,423-38.9% | $145,922-57.1% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 31.57% | 31.65%-0.1pp | 29.32%+2.2pp | 561.29%-529.7pp |
| Employer contribution / active EE | $1,671 | $3,615-53.8% | $3,023-44.7% | $4,660-64.1% |
| Participant deferral / active EE | $5,144 | $5,731-10.2% | $5,053+1.8% | $6,688-23.1% |
| Admin fee / account holder | $1,683 | $13,326-87.4% | $9,451-82.2% | $13,397-87.4% |