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 | $70,819 | $77,634-8.8% | $156,549-54.8% | $62,891+12.6% |
| Participation rate | 65.9% | 71.2%-5.3pp | 84.0%-18.2pp | 69.3%-3.5pp |
| Annual return | 8.69% | 50.32%-41.6pp | 32.23%-23.5pp | 20.14%-11.5pp |
| Employer contribution / active EE | $1,716 | $3,444-50.2% | $5,501-68.8% | $2,281-24.8% |
| Participant deferral / active EE | $3,749 | $3,045+23.1% | $4,871-23.0% | $3,203+17.1% |
| Admin fee / account holder | $9,376 | $5,561+68.6% | $13,027-28.0% | $4,296+118.3% |