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 | $103,070 | $102,317+0.7% | $146,958-29.9% | $80,856+27.5% |
| Participation rate | 65.6% | 75.8%-10.2pp | 82.2%-16.5pp | 67.6%-2.0pp |
| Annual return | 12.77% | 134.76%-122.0pp | 418.34%-405.6pp | 35.59%-22.8pp |
| Employer contribution / active EE | $2,122 | $3,713-42.9% | $4,933-57.0% | $2,755-23.0% |
| Participant deferral / active EE | $4,837 | $6,644-27.2% | $8,070-40.1% | $4,296+12.6% |
| Admin fee / account holder | $5,028 | $7,941-36.7% | $12,998-61.3% | $6,918-27.3% |