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 9-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 | $35,384 | $102,317-65.4% | $146,958-75.9% | $80,856-56.2% |
| Participation rate | 68.2% | 75.8%-7.7pp | 82.2%-14.0pp | 67.6%+0.5pp |
| Annual return | 14.31% | 134.76%-120.4pp | 418.34%-404.0pp | 35.59%-21.3pp |
| Employer contribution / active EE | $2,375 | $3,713-36.0% | $4,933-51.9% | $2,755-13.8% |
| Participant deferral / active EE | $5,026 | $6,644-24.3% | $8,070-37.7% | $4,296+17.0% |
| Admin fee / account holder | $5,709 | $7,941-28.1% | $12,998-56.1% | $6,918-17.5% |