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 4-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 | $101,795 | $96,635+5.3% | $86,612+17.5% | $139,434-27.0% |
| Participation rate | 64.7% | 74.4%-9.7pp | 71.7%-7.0pp | 80.3%-15.6pp |
| Annual return | 13.60% | 106.41%-92.8pp | 591.07%-577.5pp | 372.94%-359.3pp |
| Employer contribution / active EE | $2,223 | $3,263-31.9% | $3,022-26.4% | $4,751-53.2% |
| Participant deferral / active EE | $2,858 | $4,836-40.9% | $4,438-35.6% | $6,710-57.4% |
| Admin fee / account holder | $1,577 | $6,408-75.4% | $5,614-71.9% | $11,403-86.2% |