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 | $128,560 | $117,841+9.1% | $102,423+25.5% | $145,922-11.9% |
| Participation rate | 61.5% | 78.6%-17.0pp | 76.5%-15.0pp | 80.3%-18.7pp |
| Annual return | 13.98% | 31.65%-17.7pp | 29.32%-15.3pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,566 | $3,615-56.7% | $3,023-48.2% | $4,660-66.4% |
| Participant deferral / active EE | $3,104 | $5,731-45.8% | $5,053-38.6% | $6,688-53.6% |
| Admin fee / account holder | $11,328 | $13,326-15.0% | $9,451+19.9% | $13,397-15.4% |