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 | $36,290 | $157,256-76.9% | $141,162-74.3% | $152,861-76.3% |
| Participation rate | 54.5% | 84.8%-30.3pp | 82.5%-27.9pp | 82.4%-27.9pp |
| Annual return | 88.72% | 64.32%+24.4pp | 71.39%+17.3pp | 345.32%-256.6pp |
| Employer contribution / active EE | $2,947 | $5,261-44.0% | $4,735-37.8% | $4,762-38.1% |
| Participant deferral / active EE | $5,605 | $7,109-21.2% | $6,709-16.5% | $5,850-4.2% |
| Admin fee / account holder | $516 | $12,120-95.7% | $10,261-95.0% | $11,596-95.5% |