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 | $54,870 | $105,181-47.8% | $159,436-65.6% | $85,850-36.1% |
| Participation rate | 59.6% | 75.8%-16.2pp | 82.8%-23.2pp | 69.3%-9.7pp |
| Annual return | 15.47% | 45.07%-29.6pp | 263.57%-248.1pp | 318.53%-303.1pp |
| Employer contribution / active EE | $1,934 | $3,318-41.7% | $4,829-59.9% | $2,565-24.6% |
| Participant deferral / active EE | $3,727 | $5,945-37.3% | $7,352-49.3% | $3,952-5.7% |
| Admin fee / account holder | $1,119 | $6,933-83.9% | $10,799-89.6% | $6,260-82.1% |