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 | $41,717 | $57,281-27.2% | $86,612-51.8% | $75,163-44.5% |
| Participation rate | 44.4% | 63.2%-18.8pp | 71.7%-27.3pp | 67.2%-22.7pp |
| Annual return | 17.88% | 2670.75%-2652.9pp | 591.07%-573.2pp | 160.62%-142.7pp |
| Employer contribution / active EE | $885 | $2,314-61.8% | $3,022-70.7% | $2,670-66.8% |
| Participant deferral / active EE | $2,686 | $3,318-19.0% | $4,438-39.5% | $4,125-34.9% |
| Admin fee / account holder | $2,232 | $4,112-45.7% | $5,614-60.2% | $5,651-60.5% |