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 | $56,825 | $48,795+16.5% | $65,493-13.2% | $84,808-33.0% |
| Participation rate | 25.0% | 67.0%-42.0pp | 73.1%-48.1pp | 68.3%-43.3pp |
| Annual return | 20.57% | 20.20%+0.4pp | 982.45%-961.9pp | 40.90%-20.3pp |
| Employer contribution / active EE | $1,021 | $1,930-47.1% | $2,574-60.3% | $2,631-61.2% |
| Participant deferral / active EE | $1,435 | $2,928-51.0% | $3,961-63.8% | $4,212-65.9% |
| Admin fee / account holder | $5,784 | $3,877+49.2% | $5,028+15.0% | $7,344-21.2% |