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 | $27,583 | $81,625-66.2% | $58,482-52.8% | $139,434-80.2% |
| Participation rate | 58.3% | 61.3%-3.0pp | 50.9%+7.5pp | 80.3%-22.0pp |
| Annual return | 23.85% | 7404.20%-7380.3pp | 4239.32%-4215.5pp | 372.94%-349.1pp |
| Employer contribution / active EE | $765 | $1,398-45.3% | $1,053-27.3% | $4,751-83.9% |
| Participant deferral / active EE | $2,651 | $2,557+3.7% | $1,924+37.8% | $6,710-60.5% |
| Admin fee / account holder | $1,172 | $3,265-64.1% | $2,516-53.4% | $11,403-89.7% |