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 | $19,504 | $99,877-80.5% | $84,966-77.0% | $145,922-86.6% |
| Participation rate | 69.2% | 74.1%-4.9pp | 67.5%+1.7pp | 80.3%-11.0pp |
| Annual return | 38.32% | 83.76%-45.4pp | 66.38%-28.1pp | 561.29%-523.0pp |
| Employer contribution / active EE | $1,751 | $3,231-45.8% | $2,727-35.8% | $4,660-62.4% |
| Participant deferral / active EE | $3,697 | $5,291-30.1% | $4,519-18.2% | $6,688-44.7% |
| Admin fee / account holder | $13,825 | $7,248+90.7% | $6,149+124.8% | $13,397+3.2% |