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 | $31,106 | $60,124-48.3% | $90,404-65.6% | $79,858-61.0% |
| Participation rate | 62.9% | 65.0%-2.1pp | 72.7%-9.8pp | 69.6%-6.8pp |
| Annual return | 23.21% | 71.94%-48.7pp | 1293.02%-1269.8pp | 31.71%-8.5pp |
| Employer contribution / active EE | $2,638 | $2,068+27.6% | $3,262-19.1% | $2,471+6.8% |
| Participant deferral / active EE | $5,500 | $2,938+87.2% | $3,963+38.8% | $3,740+47.1% |
| Admin fee / account holder | $6,295 | $3,976+58.3% | $5,611+12.2% | $5,306+18.6% |