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 | $77,922 | $74,888+4.1% | $71,209+9.4% | $142,382-45.3% |
| Participation rate | 37.5% | 76.2%-38.7pp | 73.8%-36.3pp | 80.1%-42.6pp |
| Annual return | 14.36% | 345.14%-330.8pp | 282.51%-268.2pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,631 | $2,854-42.8% | $2,721-40.0% | $4,299-62.1% |
| Participant deferral / active EE | $7,314 | $4,454+64.2% | $4,175+75.2% | $6,507+12.4% |
| Admin fee / account holder | $9,963 | $5,568+78.9% | $5,349+86.3% | $12,624-21.1% |