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 | $25,765 | $60,124-57.1% | $90,404-71.5% | $79,858-67.7% |
| Participation rate | 40.4% | 65.0%-24.6pp | 72.7%-32.3pp | 69.6%-29.2pp |
| Annual return | 16.01% | 71.94%-55.9pp | 1293.02%-1277.0pp | 31.71%-15.7pp |
| Employer contribution / active EE | $1,659 | $2,068-19.8% | $3,262-49.1% | $2,471-32.8% |
| Participant deferral / active EE | $3,076 | $2,938+4.7% | $3,963-22.4% | $3,740-17.7% |
| Admin fee / account holder | $4,944 | $3,976+24.3% | $5,611-11.9% | $5,306-6.8% |