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 | $98,924 | $91,190+8.5% | $178,490-44.6% | $79,858+23.9% |
| Participation rate | 38.6% | 69.2%-30.6pp | 81.9%-43.4pp | 69.6%-31.1pp |
| Annual return | 14.44% | 24.19%-9.7pp | 151.07%-136.6pp | 31.71%-17.3pp |
| Employer contribution / active EE | $783 | $3,256-76.0% | $5,011-84.4% | $2,471-68.3% |
| Participant deferral / active EE | $3,220 | $3,236-0.5% | $5,202-38.1% | $3,740-13.9% |
| Admin fee / account holder | $8,287 | $6,751+22.8% | $13,984-40.7% | $5,306+56.2% |