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 | $67,956 | $105,859-35.8% | $90,160-24.6% | $147,584-54.0% |
| Participation rate | 69.6% | 79.7%-10.2pp | 76.9%-7.3pp | 82.8%-13.3pp |
| Annual return | 17.85% | 37.63%-19.8pp | 34.88%-17.0pp | 578.55%-560.7pp |
| Employer contribution / active EE | $1,176 | $4,126-71.5% | $3,318-64.6% | $4,876-75.9% |
| Participant deferral / active EE | $3,382 | $5,733-41.0% | $5,288-36.0% | $5,439-37.8% |
| Admin fee / account holder | $506 | $8,046-93.7% | $5,943-91.5% | $10,885-95.3% |