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 | $75,134 | $183,519-59.1% | $155,509-51.7% | $145,922-48.5% |
| Participation rate | 53.3% | 82.7%-29.3pp | 78.2%-24.9pp | 80.3%-26.9pp |
| Annual return | 32.65% | 61.17%-28.5pp | 64.67%-32.0pp | 561.29%-528.6pp |
| Employer contribution / active EE | $1,657 | $5,313-68.8% | $4,672-64.5% | $4,660-64.4% |
| Participant deferral / active EE | $4,028 | $6,462-37.7% | $5,626-28.4% | $6,688-39.8% |
| Admin fee / account holder | $3,451 | $19,313-82.1% | $15,912-78.3% | $13,397-74.2% |