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 | $81,911 | $111,724-26.7% | $93,606-12.5% | $145,922-43.9% |
| Participation rate | 57.9% | 74.2%-16.3pp | 68.7%-10.8pp | 80.3%-22.4pp |
| Annual return | 18.78% | 202.98%-184.2pp | 133.20%-114.4pp | 561.29%-542.5pp |
| Employer contribution / active EE | $2,230 | $3,090-27.8% | $2,420-7.9% | $4,660-52.1% |
| Participant deferral / active EE | $5,374 | $4,912+9.4% | $4,411+21.8% | $6,688-19.6% |
| Admin fee / account holder | $1,021 | $10,250-90.0% | $8,285-87.7% | $13,397-92.4% |