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 | $88,539 | $154,117-42.6% | $129,995-31.9% | $139,434-36.5% |
| Participation rate | 33.3% | 82.0%-48.6pp | 78.5%-45.2pp | 80.3%-47.0pp |
| Annual return | 19.47% | 32.48%-13.0pp | -137.18%+156.6pp | 372.94%-353.5pp |
| Employer contribution / active EE | $5,500 | $5,289+4.0% | $4,320+27.3% | $4,751+15.8% |
| Participant deferral / active EE | $5,500 | $6,710-18.0% | $5,820-5.5% | $6,710-18.0% |
| Admin fee / account holder | $308 | $14,007-97.8% | $10,614-97.1% | $11,403-97.3% |