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 | $28,401 | $105,181-73.0% | $159,436-82.2% | $85,850-66.9% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.8%-16.2pp | 69.3%-2.6pp |
| Annual return | 76.44% | 45.07%+31.4pp | 263.57%-187.1pp | 318.53%-242.1pp |
| Employer contribution / active EE | $4,478 | $3,318+35.0% | $4,829-7.3% | $2,565+74.6% |
| Participant deferral / active EE | $4,524 | $5,945-23.9% | $7,352-38.5% | $3,952+14.5% |
| Admin fee / account holder | $6,525 | $6,933-5.9% | $10,799-39.6% | $6,260+4.2% |