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 9-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 | $21,214 | $95,416-77.8% | $185,823-88.6% | $85,850-75.3% |
| Participation rate | 45.7% | 68.8%-23.0pp | 81.7%-36.0pp | 69.3%-23.6pp |
| Annual return | 44.58% | 23.59%+21.0pp | 122.05%-77.5pp | 318.53%-274.0pp |
| Employer contribution / active EE | $870 | $3,314-73.7% | $5,167-83.2% | $2,565-66.1% |
| Participant deferral / active EE | $1,320 | $3,423-61.4% | $5,568-76.3% | $3,952-66.6% |
| Admin fee / account holder | $3,115 | $7,213-56.8% | $16,237-80.8% | $6,260-50.2% |