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 | $20,535 | $49,173-58.2% | $121,098-83.0% | $75,163-72.7% |
| Participation rate | 62.8% | 55.4%+7.4pp | 69.5%-6.7pp | 67.2%-4.4pp |
| Annual return | 30.63% | 55.99%-25.4pp | 985.75%-955.1pp | 160.62%-130.0pp |
| Employer contribution / active EE | $1,564 | $1,546+1.2% | $4,164-62.4% | $2,670-41.4% |
| Participant deferral / active EE | $2,766 | $2,628+5.3% | $4,080-32.2% | $4,125-32.9% |
| Admin fee / account holder | $1,643 | $3,942-58.3% | $5,644-70.9% | $5,651-70.9% |