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 | $92,890 | $80,812+14.9% | $160,784-42.2% | $82,448+12.7% |
| Participation rate | 41.9% | 66.2%-24.3pp | 77.0%-35.0pp | 68.1%-26.1pp |
| Annual return | 20.13% | 100.59%-80.5pp | 1803.92%-1783.8pp | 41.64%-21.5pp |
| Employer contribution / active EE | $2,129 | $2,174-2.1% | $3,733-43.0% | $2,551-16.6% |
| Participant deferral / active EE | $6,479 | $4,335+49.4% | $6,293+3.0% | $4,139+56.5% |
| Admin fee / account holder | $3,960 | $7,695-48.5% | $9,717-59.2% | $7,234-45.3% |