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 3-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 | $82,486 | $117,841-30.0% | $102,423-19.5% | $145,922-43.5% |
| Participation rate | 62.5% | 78.6%-16.1pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | 18.21% | 31.65%-13.4pp | 29.32%-11.1pp | 561.29%-543.1pp |
| Employer contribution / active EE | $4,722 | $3,615+30.6% | $3,023+56.2% | $4,660+1.3% |
| Participant deferral / active EE | $9,594 | $5,731+67.4% | $5,053+89.9% | $6,688+43.4% |
| Admin fee / account holder | $312 | $13,326-97.7% | $9,451-96.7% | $13,397-97.7% |