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 | $37,471 | $157,256-76.2% | $141,162-73.5% | $152,861-75.5% |
| Participation rate | 43.8% | 84.8%-41.1pp | 82.5%-38.7pp | 82.4%-38.7pp |
| Annual return | 33.20% | 64.32%-31.1pp | 71.39%-38.2pp | 345.32%-312.1pp |
| Employer contribution / active EE | $2,080 | $5,261-60.5% | $4,735-56.1% | $4,762-56.3% |
| Participant deferral / active EE | $4,042 | $7,109-43.1% | $6,709-39.7% | $5,850-30.9% |
| Admin fee / account holder | $944 | $12,120-92.2% | $10,261-90.8% | $11,596-91.9% |