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 9-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 | $70,899 | $58,208+21.8% | $81,812-13.3% | $80,856-12.3% |
| Participation rate | 54.8% | 63.4%-8.6pp | 72.3%-17.5pp | 67.6%-12.8pp |
| Annual return | 0.00% | 41.66%-41.7pp | 773.79%-773.8pp | 35.59%-35.6pp |
| Employer contribution / active EE | $2,036 | $2,340-13.0% | $2,912-30.1% | $2,755-26.1% |
| Participant deferral / active EE | $4,710 | $3,281+43.6% | $4,319+9.1% | $4,296+9.6% |
| Admin fee / account holder | $9,482 | $4,981+90.3% | $7,386+28.4% | $6,918+37.1% |