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 | $26,049 | $60,124-56.7% | $90,404-71.2% | $79,858-67.4% |
| Participation rate | 59.5% | 65.0%-5.5pp | 72.7%-13.2pp | 69.6%-10.1pp |
| Annual return | 13.51% | 71.94%-58.4pp | 1293.02%-1279.5pp | 31.71%-18.2pp |
| Employer contribution / active EE | $835 | $2,068-59.6% | $3,262-74.4% | $2,471-66.2% |
| Participant deferral / active EE | $1,862 | $2,938-36.6% | $3,963-53.0% | $3,740-50.2% |
| Admin fee / account holder | $432 | $3,976-89.1% | $5,611-92.3% | $5,306-91.9% |