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 6-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 | $138,895 | $172,111-19.3% | $150,298-7.6% | $137,256+1.2% |
| Participation rate | 36.4% | 81.7%-45.4pp | 77.8%-41.4pp | 80.0%-43.6pp |
| Annual return | 146.12% | 69.37%+76.7pp | 62.79%+83.3pp | 220.34%-74.2pp |
| Employer contribution / active EE | $1,034 | $4,636-77.7% | $4,154-75.1% | $4,156-75.1% |
| Participant deferral / active EE | $2,590 | $6,166-58.0% | $5,453-52.5% | $6,407-59.6% |
| Admin fee / account holder | $2,914 | $16,471-82.3% | $14,116-79.4% | $12,270-76.3% |