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 | $69,386 | $51,638+34.4% | $68,368+1.5% | $82,448-15.8% |
| Participation rate | 39.3% | 63.6%-24.3pp | 73.8%-34.5pp | 68.1%-28.8pp |
| Annual return | 44.66% | 37.53%+7.1pp | 292.57%-247.9pp | 41.64%+3.0pp |
| Employer contribution / active EE | $1,483 | $2,047-27.5% | $2,649-44.0% | $2,551-41.9% |
| Participant deferral / active EE | $3,387 | $2,914+16.3% | $4,123-17.8% | $4,139-18.2% |
| Admin fee / account holder | $2,599 | $4,643-44.0% | $5,150-49.5% | $7,234-64.1% |