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 | $107,455 | $91,190+17.8% | $178,490-39.8% | $79,858+34.6% |
| Participation rate | 61.4% | 69.2%-7.8pp | 81.9%-20.6pp | 69.6%-8.3pp |
| Annual return | 12.63% | 24.19%-11.6pp | 151.07%-138.4pp | 31.71%-19.1pp |
| Employer contribution / active EE | $854 | $3,256-73.8% | $5,011-83.0% | $2,471-65.4% |
| Participant deferral / active EE | $2,670 | $3,236-17.5% | $5,202-48.7% | $3,740-28.6% |
| Admin fee / account holder | $9,443 | $6,751+39.9% | $13,984-32.5% | $5,306+78.0% |