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 | $58,561 | $98,750-40.7% | $149,696-60.9% | $79,858-26.7% |
| Participation rate | 64.0% | 75.8%-11.8pp | 82.5%-18.5pp | 69.6%-5.6pp |
| Annual return | 18.69% | 27.43%-8.7pp | 276.60%-257.9pp | 31.71%-13.0pp |
| Employer contribution / active EE | $2,796 | $3,216-13.1% | $4,644-39.8% | $2,471+13.1% |
| Participant deferral / active EE | $7,719 | $5,680+35.9% | $6,842+12.8% | $3,740+106.4% |
| Admin fee / account holder | $1,487 | $6,053-75.4% | $9,309-84.0% | $5,306-72.0% |