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 | $41,113 | $102,317-59.8% | $146,958-72.0% | $80,856-49.2% |
| Participation rate | 65.2% | 75.8%-10.6pp | 82.2%-16.9pp | 67.6%-2.4pp |
| Annual return | 20.21% | 134.76%-114.6pp | 418.34%-398.1pp | 35.59%-15.4pp |
| Employer contribution / active EE | $3,195 | $3,713-14.0% | $4,933-35.2% | $2,755+16.0% |
| Participant deferral / active EE | $4,613 | $6,644-30.6% | $8,070-42.8% | $4,296+7.4% |
| Admin fee / account holder | $5,351 | $7,941-32.6% | $12,998-58.8% | $6,918-22.7% |