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 | $107,412 | $91,538+17.3% | $129,995-17.4% | $75,163+42.9% |
| Participation rate | 57.1% | 71.4%-14.3pp | 78.5%-21.3pp | 67.2%-10.0pp |
| Annual return | 15.95% | -631.11%+647.1pp | -137.18%+153.1pp | 160.62%-144.7pp |
| Employer contribution / active EE | $1,165 | $2,845-59.1% | $4,320-73.0% | $2,670-56.4% |
| Participant deferral / active EE | $3,538 | $4,341-18.5% | $5,820-39.2% | $4,125-14.2% |
| Admin fee / account holder | $16,977 | $6,790+150.0% | $10,614+59.9% | $5,651+200.4% |