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 | $43,398 | $61,774-29.7% | $97,226-55.4% | $80,856-46.3% |
| Participation rate | 64.9% | 63.5%+1.4pp | 72.7%-7.8pp | 67.6%-2.8pp |
| Annual return | 11.16% | -557.90%+569.1pp | 75.13%-64.0pp | 35.59%-24.4pp |
| Employer contribution / active EE | $4,322 | $1,837+135.3% | $2,729+58.4% | $2,755+56.9% |
| Participant deferral / active EE | $7,073 | $3,029+133.5% | $4,264+65.9% | $4,296+64.7% |
| Admin fee / account holder | $9,715 | $5,166+88.1% | $5,654+71.8% | $6,918+40.4% |