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 | $54,534 | $105,181-48.2% | $159,436-65.8% | $85,850-36.5% |
| Participation rate | 65.2% | 75.8%-10.6pp | 82.8%-17.6pp | 69.3%-4.1pp |
| Annual return | 14.32% | 45.07%-30.8pp | 263.57%-249.2pp | 318.53%-304.2pp |
| Employer contribution / active EE | $1,902 | $3,318-42.7% | $4,829-60.6% | $2,565-25.9% |
| Participant deferral / active EE | $4,349 | $5,945-26.8% | $7,352-40.8% | $3,952+10.1% |
| Admin fee / account holder | $461 | $6,933-93.4% | $10,799-95.7% | $6,260-92.6% |