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 | $38,822 | $102,317-62.1% | $146,958-73.6% | $80,856-52.0% |
| Participation rate | 64.5% | 75.8%-11.3pp | 82.2%-17.6pp | 67.6%-3.1pp |
| Annual return | 13.49% | 134.76%-121.3pp | 418.34%-404.8pp | 35.59%-22.1pp |
| Employer contribution / active EE | $2,155 | $3,713-42.0% | $4,933-56.3% | $2,755-21.8% |
| Participant deferral / active EE | $4,653 | $6,644-30.0% | $8,070-42.3% | $4,296+8.3% |
| Admin fee / account holder | $3,429 | $7,941-56.8% | $12,998-73.6% | $6,918-50.4% |