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 | $86,269 | $117,841-26.8% | $102,423-15.8% | $145,922-40.9% |
| Participation rate | 69.2% | 78.6%-9.4pp | 76.5%-7.3pp | 80.3%-11.0pp |
| Annual return | 18.17% | 31.65%-13.5pp | 29.32%-11.1pp | 561.29%-543.1pp |
| Employer contribution / active EE | $2,126 | $3,615-41.2% | $3,023-29.7% | $4,660-54.4% |
| Participant deferral / active EE | $3,624 | $5,731-36.8% | $5,053-28.3% | $6,688-45.8% |
| Admin fee / account holder | $1,343 | $13,326-89.9% | $9,451-85.8% | $13,397-90.0% |