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 | $28,462 | $80,812-64.8% | $160,784-82.3% | $82,448-65.5% |
| Participation rate | 52.2% | 66.2%-14.1pp | 77.0%-24.8pp | 68.1%-15.9pp |
| Annual return | 32.22% | 100.59%-68.4pp | 1803.92%-1771.7pp | 41.64%-9.4pp |
| Employer contribution / active EE | $878 | $2,174-59.6% | $3,733-76.5% | $2,551-65.6% |
| Participant deferral / active EE | $3,246 | $4,335-25.1% | $6,293-48.4% | $4,139-21.6% |
| Admin fee / account holder | $3,837 | $7,695-50.1% | $9,717-60.5% | $7,234-47.0% |