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 | $30,279 | $65,561-53.8% | $86,188-64.9% | $75,163-59.7% |
| Participation rate | 56.9% | 60.5%-3.6pp | 69.0%-12.1pp | 67.2%-10.3pp |
| Annual return | 16.78% | 46.05%-29.3pp | 1168.45%-1151.7pp | 160.62%-143.8pp |
| Employer contribution / active EE | $1,413 | $1,553-9.0% | $2,380-40.6% | $2,670-47.1% |
| Participant deferral / active EE | $3,397 | $3,024+12.3% | $3,985-14.8% | $4,125-17.7% |
| Admin fee / account holder | $747 | $5,474-86.4% | $6,852-89.1% | $5,651-86.8% |