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 7-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 | $98,609 | $93,373+5.6% | $152,466-35.3% | $85,850+14.9% |
| Participation rate | 48.3% | 70.1%-21.8pp | 78.2%-29.9pp | 69.3%-21.0pp |
| Annual return | 12.28% | 21.84%-9.6pp | 757.33%-745.0pp | 318.53%-306.3pp |
| Employer contribution / active EE | $1,211 | $2,996-59.6% | $4,327-72.0% | $2,565-52.8% |
| Participant deferral / active EE | $1,930 | $4,550-57.6% | $5,820-66.8% | $3,952-51.2% |
| Admin fee / account holder | $7,644 | $13,853-44.8% | $15,805-51.6% | $6,260+22.1% |