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 | $36,332 | $117,841-69.2% | $102,423-64.5% | $145,922-75.1% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 12.41% | 31.65%-19.2pp | 29.32%-16.9pp | 561.29%-548.9pp |
| Employer contribution / active EE | $1,767 | $3,615-51.1% | $3,023-41.5% | $4,660-62.1% |
| Participant deferral / active EE | $4,433 | $5,731-22.6% | $5,053-12.3% | $6,688-33.7% |
| Admin fee / account holder | $3,228 | $13,326-75.8% | $9,451-65.8% | $13,397-75.9% |