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 | $30,375 | $116,175-73.9% | $93,606-67.6% | $152,861-80.1% |
| Participation rate | 65.0% | 78.0%-13.0pp | 75.8%-10.8pp | 82.4%-17.4pp |
| Annual return | 37.40% | 35.96%+1.4pp | 32.76%+4.6pp | 345.32%-307.9pp |
| Employer contribution / active EE | $2,730 | $3,218-15.2% | $2,718+0.4% | $4,762-42.7% |
| Participant deferral / active EE | $12,105 | $4,603+163.0% | $4,069+197.5% | $5,850+106.9% |
| Admin fee / account holder | $711 | $10,748-93.4% | $7,888-91.0% | $11,596-93.9% |