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 | $19,460 | $96,635-79.9% | $86,612-77.5% | $139,434-86.0% |
| Participation rate | 69.6% | 74.4%-4.8pp | 71.7%-2.1pp | 80.3%-10.8pp |
| Annual return | 24.24% | 106.41%-82.2pp | 591.07%-566.8pp | 372.94%-348.7pp |
| Employer contribution / active EE | $2,307 | $3,263-29.3% | $3,022-23.7% | $4,751-51.4% |
| Participant deferral / active EE | $4,787 | $4,836-1.0% | $4,438+7.9% | $6,710-28.7% |
| Admin fee / account holder | $1,987 | $6,408-69.0% | $5,614-64.6% | $11,403-82.6% |