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 | $81,830 | $101,618-19.5% | $93,063-12.1% | $137,256-40.4% |
| Participation rate | 57.1% | 74.9%-17.8pp | 72.1%-15.0pp | 80.0%-22.8pp |
| Annual return | 16.34% | 223.95%-207.6pp | 34.15%-17.8pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,383 | $2,707-48.9% | $2,476-44.1% | $4,156-66.7% |
| Participant deferral / active EE | $9,846 | $4,279+130.1% | $3,958+148.7% | $6,407+53.7% |
| Admin fee / account holder | $503 | $6,198-91.9% | $6,033-91.7% | $12,270-95.9% |