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 | $65,159 | $88,672-26.5% | $105,223-38.1% | $82,448-21.0% |
| Participation rate | 68.1% | 67.9%+0.2pp | 75.0%-7.0pp | 68.1%0pp |
| Annual return | 14.07% | 30.86%-16.8pp | 180.65%-166.6pp | 41.64%-27.6pp |
| Employer contribution / active EE | $1,615 | $3,048-47.0% | $3,689-56.2% | $2,551-36.7% |
| Participant deferral / active EE | $2,975 | $4,036-26.3% | $5,072-41.3% | $4,139-28.1% |
| Admin fee / account holder | $19,767 | $7,146+176.6% | $8,859+123.1% | $7,234+173.2% |