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 | $124,118 | $111,814+11.0% | $103,374+20.1% | $145,959-15.0% |
| Participation rate | 53.8% | 77.9%-24.1pp | 74.5%-20.7pp | 80.3%-26.4pp |
| Annual return | 14.22% | 24.77%-10.6pp | 24.89%-10.7pp | 561.95%-547.7pp |
| Employer contribution / active EE | $2,653 | $4,214-37.1% | $3,869-31.4% | $4,661-43.1% |
| Participant deferral / active EE | $5,509 | $5,618-1.9% | $5,058+8.9% | $6,689-17.6% |
| Admin fee / account holder | $23,600 | $9,754+141.9% | $8,394+181.1% | $13,398+76.1% |