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 | $93,666 | $117,983-20.6% | $101,794-8.0% | $142,382-34.2% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.2%-69.2pp | 80.1%-80.1pp |
| Annual return | 17.23% | 36.92%-19.7pp | 30.53%-13.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,646 | $2,773-40.6% | $2,289-28.1% | $4,299-61.7% |
| Participant deferral / active EE | $4,281 | $4,714-9.2% | $4,084+4.8% | $6,507-34.2% |
| Admin fee / account holder | $2,112 | $10,433-79.8% | $8,777-75.9% | $12,624-83.3% |