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 | $90,365 | $97,125-7.0% | $86,233+4.8% | $137,256-34.2% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 15.64% | 74.19%-58.5pp | 61.39%-45.8pp | 220.34%-204.7pp |
| Employer contribution / active EE | $2,351 | $2,841-17.3% | $2,504-6.1% | $4,156-43.4% |
| Participant deferral / active EE | $7,214 | $5,180+39.3% | $4,559+58.2% | $6,407+12.6% |
| Admin fee / account holder | $15,326 | $9,725+57.6% | $8,342+83.7% | $12,270+24.9% |