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 | $41,031 | $65,561-37.4% | $86,188-52.4% | $75,163-45.4% |
| Participation rate | 48.3% | 60.5%-12.2pp | 69.0%-20.7pp | 67.2%-18.9pp |
| Annual return | 16.02% | 46.05%-30.0pp | 1168.45%-1152.4pp | 160.62%-144.6pp |
| Employer contribution / active EE | $2,194 | $1,553+41.3% | $2,380-7.8% | $2,670-17.8% |
| Participant deferral / active EE | $6,855 | $3,024+126.7% | $3,985+72.0% | $4,125+66.2% |
| Admin fee / account holder | $3,634 | $5,474-33.6% | $6,852-47.0% | $5,651-35.7% |