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 | $37,268 | $80,812-53.9% | $160,784-76.8% | $82,448-54.8% |
| Participation rate | 68.8% | 66.2%+2.5pp | 77.0%-8.2pp | 68.1%+0.7pp |
| Annual return | 18.14% | 100.59%-82.5pp | 1803.92%-1785.8pp | 41.64%-23.5pp |
| Employer contribution / active EE | $2,192 | $2,174+0.8% | $3,733-41.3% | $2,551-14.1% |
| Participant deferral / active EE | $5,620 | $4,335+29.6% | $6,293-10.7% | $4,139+35.8% |
| Admin fee / account holder | $1,459 | $7,695-81.0% | $9,717-85.0% | $7,234-79.8% |