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 | $87,775 | $95,880-8.5% | $107,525-18.4% | $85,563+2.6% |
| Participation rate | 13.7% | 70.1%-56.4pp | 75.1%-61.3pp | 66.0%-52.2pp |
| Annual return | 16.00% | 68.06%-52.1pp | 181.32%-165.3pp | 31.51%-15.5pp |
| Employer contribution / active EE | $921 | $3,812-75.8% | $3,754-75.5% | $2,654-65.3% |
| Participant deferral / active EE | $1,936 | $4,201-53.9% | $5,116-62.2% | $4,375-55.7% |
| Admin fee / account holder | $7,534 | $1,025+634.7% | $8,919-15.5% | $834+803.1% |