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 | $77,113 | $95,266-19.1% | $82,389-6.4% | $142,382-45.8% |
| Participation rate | 41.7% | 74.5%-32.8pp | 69.5%-27.9pp | 80.1%-38.5pp |
| Annual return | 81.10% | 25.74%+55.4pp | 28.67%+52.4pp | 217.08%-136.0pp |
| Employer contribution / active EE | $2,508 | $2,991-16.1% | $2,517-0.4% | $4,299-41.7% |
| Participant deferral / active EE | $4,104 | $4,809-14.7% | $4,155-1.2% | $6,507-36.9% |
| Admin fee / account holder | $1,562 | $8,563-81.8% | $7,231-78.4% | $12,624-87.6% |