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 6-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 | $35,454 | $81,625-56.6% | $167,512-78.8% | $74,304-52.3% |
| Participation rate | 24.8% | 60.0%-35.3pp | 77.1%-52.3pp | 60.3%-35.6pp |
| Annual return | 15.97% | 26.09%-10.1pp | 1615.79%-1599.8pp | 29.43%-13.5pp |
| Employer contribution / active EE | $814 | $2,010-59.5% | $3,882-79.0% | $2,241-63.7% |
| Participant deferral / active EE | $3,188 | $4,115-22.5% | $6,405-50.2% | $3,767-15.4% |
| Admin fee / account holder | $6,291 | $3,474+81.1% | $9,769-35.6% | $2,969+111.9% |