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 10-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 | $119,776 | $95,416+25.5% | $185,823-35.5% | $85,850+39.5% |
| Participation rate | 61.7% | 68.8%-7.1pp | 81.7%-20.0pp | 69.3%-7.6pp |
| Annual return | 16.96% | 23.59%-6.6pp | 122.05%-105.1pp | 318.53%-301.6pp |
| Employer contribution / active EE | $1,821 | $3,314-45.0% | $5,167-64.8% | $2,565-29.0% |
| Participant deferral / active EE | $7,806 | $3,423+128.0% | $5,568+40.2% | $3,952+97.5% |
| Admin fee / account holder | $19,865 | $7,213+175.4% | $16,237+22.3% | $6,260+217.3% |