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 8-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 | $103,354 | $102,317+1.0% | $146,958-29.7% | $80,856+27.8% |
| Participation rate | 45.9% | 75.8%-29.9pp | 82.2%-36.2pp | 67.6%-21.7pp |
| Annual return | 12.57% | 134.76%-122.2pp | 418.34%-405.8pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,828 | $3,713-50.8% | $4,933-62.9% | $2,755-33.7% |
| Participant deferral / active EE | $2,664 | $6,644-59.9% | $8,070-67.0% | $4,296-38.0% |
| Admin fee / account holder | $10,540 | $7,941+32.7% | $12,998-18.9% | $6,918+52.4% |