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 | $43,197 | $99,877-56.8% | $84,966-49.2% | $145,922-70.4% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 12.40% | 83.76%-71.4pp | 66.38%-54.0pp | 561.29%-548.9pp |
| Employer contribution / active EE | $1,530 | $3,231-52.7% | $2,727-43.9% | $4,660-67.2% |
| Participant deferral / active EE | $3,272 | $5,291-38.2% | $4,519-27.6% | $6,688-51.1% |
| Admin fee / account holder | $519 | $7,248-92.8% | $6,149-91.6% | $13,397-96.1% |