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 | $92,995 | $102,317-9.1% | $146,958-36.7% | $80,856+15.0% |
| Participation rate | 64.0% | 75.8%-11.8pp | 82.2%-18.2pp | 67.6%-3.6pp |
| Annual return | 13.61% | 134.76%-121.2pp | 418.34%-404.7pp | 35.59%-22.0pp |
| Employer contribution / active EE | $6,904 | $3,713+85.9% | $4,933+40.0% | $2,755+150.6% |
| Participant deferral / active EE | $11,350 | $6,644+70.8% | $8,070+40.6% | $4,296+164.2% |
| Admin fee / account holder | $18,514 | $7,941+133.1% | $12,998+42.4% | $6,918+167.6% |