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 | $41,496 | $57,281-27.6% | $86,612-52.1% | $75,163-44.8% |
| Participation rate | 63.9% | 63.2%+0.7pp | 71.7%-7.8pp | 67.2%-3.3pp |
| Annual return | 17.45% | 2670.75%-2653.3pp | 591.07%-573.6pp | 160.62%-143.2pp |
| Employer contribution / active EE | $1,231 | $2,314-46.8% | $3,022-59.3% | $2,670-53.9% |
| Participant deferral / active EE | $2,728 | $3,318-17.8% | $4,438-38.5% | $4,125-33.9% |
| Admin fee / account holder | $2,806 | $4,112-31.7% | $5,614-50.0% | $5,651-50.3% |