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 6-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 | $83,983 | $102,382-18.0% | $147,005-42.9% | $80,874+3.8% |
| Participation rate | 46.4% | 75.8%-29.4pp | 82.2%-35.7pp | 67.6%-21.2pp |
| Annual return | 19.19% | 134.89%-115.7pp | 418.76%-399.6pp | 35.62%-16.4pp |
| Employer contribution / active EE | $1,203 | $3,715-67.6% | $4,934-75.6% | $2,756-56.4% |
| Participant deferral / active EE | $3,558 | $6,646-46.5% | $8,070-55.9% | $4,297-17.2% |
| Admin fee / account holder | $1,783 | $7,942-77.6% | $13,006-86.3% | $6,935-74.3% |