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 | $27,970 | $117,381-76.2% | $99,443-71.9% | $152,861-81.7% |
| Participation rate | 54.5% | 77.5%-23.0pp | 73.8%-19.3pp | 82.4%-27.9pp |
| Annual return | 23.67% | 31.87%-8.2pp | 30.72%-7.0pp | 345.32%-321.6pp |
| Employer contribution / active EE | $2,021 | $3,013-32.9% | $2,540-20.4% | $4,762-57.6% |
| Participant deferral / active EE | $5,657 | $4,086+38.5% | $3,619+56.3% | $5,850-3.3% |
| Admin fee / account holder | $3,480 | $7,631-54.4% | $6,250-44.3% | $11,596-70.0% |