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 | $104,984 | $102,317+2.6% | $146,958-28.6% | $80,856+29.8% |
| Participation rate | 42.6% | 75.8%-33.3pp | 82.2%-39.6pp | 67.6%-25.1pp |
| Annual return | 12.07% | 134.76%-122.7pp | 418.34%-406.3pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,561 | $3,713-58.0% | $4,933-68.4% | $2,755-43.4% |
| Participant deferral / active EE | $5,004 | $6,644-24.7% | $8,070-38.0% | $4,296+16.5% |
| Admin fee / account holder | $1,414 | $7,941-82.2% | $12,998-89.1% | $6,918-79.6% |