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 | $58,848 | $81,208-27.5% | $98,907-40.5% | $79,858-26.3% |
| Participation rate | 42.2% | 72.5%-30.3pp | 76.0%-33.8pp | 69.6%-27.4pp |
| Annual return | 83.11% | 60.99%+22.1pp | 196.43%-113.3pp | 31.71%+51.4pp |
| Employer contribution / active EE | $1,114 | $1,960-43.1% | $2,689-58.6% | $2,471-54.9% |
| Participant deferral / active EE | $2,941 | $3,265-9.9% | $4,244-30.7% | $3,740-21.4% |
| Admin fee / account holder | $3,311 | $6,013-44.9% | $6,642-50.1% | $5,306-37.6% |