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 | $42,977 | $98,750-56.5% | $149,696-71.3% | $79,858-46.2% |
| Participation rate | 40.0% | 75.8%-35.8pp | 82.5%-42.5pp | 69.6%-29.6pp |
| Annual return | 52.76% | 27.43%+25.3pp | 276.60%-223.8pp | 31.71%+21.0pp |
| Employer contribution / active EE | $1,456 | $3,216-54.7% | $4,644-68.6% | $2,471-41.1% |
| Participant deferral / active EE | $2,802 | $5,680-50.7% | $6,842-59.0% | $3,740-25.1% |
| Admin fee / account holder | $566 | $6,053-90.6% | $9,309-93.9% | $5,306-89.3% |