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 8-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 | $32,374 | $96,128-66.3% | $136,007-76.2% | $80,856-60.0% |
| Participation rate | 52.0% | 71.2%-19.2pp | 76.5%-24.4pp | 67.6%-15.6pp |
| Annual return | 27.29% | 28.71%-1.4pp | 579.32%-552.0pp | 35.59%-8.3pp |
| Employer contribution / active EE | $2,753 | $3,351-17.9% | $4,217-34.7% | $2,755-0.1% |
| Participant deferral / active EE | $5,502 | $5,709-3.6% | $7,025-21.7% | $4,296+28.1% |
| Admin fee / account holder | $7,444 | $8,236-9.6% | $6,858+8.5% | $6,918+7.6% |