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 | $98,681 | $65,041+51.7% | $90,951+8.5% | $79,858+23.6% |
| Participation rate | 50.0% | 61.6%-11.6pp | 69.0%-19.0pp | 69.6%-19.6pp |
| Annual return | 17.86% | 30.45%-12.6pp | 134.60%-116.7pp | 31.71%-13.9pp |
| Employer contribution / active EE | $1,004 | $1,247-19.5% | $2,122-52.7% | $2,471-59.4% |
| Participant deferral / active EE | $2,634 | $2,512+4.8% | $3,373-21.9% | $3,740-29.6% |
| Admin fee / account holder | $10,750 | $4,536+137.0% | $5,959+80.4% | $5,306+102.6% |