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 | $115,862 | $117,841-1.7% | $102,423+13.1% | $145,922-20.6% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 13.72% | 31.65%-17.9pp | 29.32%-15.6pp | 561.29%-547.6pp |
| Employer contribution / active EE | $2,190 | $3,615-39.4% | $3,023-27.6% | $4,660-53.0% |
| Participant deferral / active EE | $3,000 | $5,731-47.7% | $5,053-40.6% | $6,688-55.1% |
| Admin fee / account holder | $743 | $13,326-94.4% | $9,451-92.1% | $13,397-94.5% |