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 6-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 | $49,134 | $96,635-49.2% | $86,612-43.3% | $139,434-64.8% |
| Participation rate | 55.6% | 74.4%-18.8pp | 71.7%-16.1pp | 80.3%-24.8pp |
| Annual return | 17.27% | 106.41%-89.1pp | 591.07%-573.8pp | 372.94%-355.7pp |
| Employer contribution / active EE | $1,935 | $3,263-40.7% | $3,022-36.0% | $4,751-59.3% |
| Participant deferral / active EE | $4,481 | $4,836-7.3% | $4,438+1.0% | $6,710-33.2% |
| Admin fee / account holder | $2,514 | $6,408-60.8% | $5,614-55.2% | $11,403-78.0% |