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 | $103,624 | $105,126-1.4% | $94,646+9.5% | $139,434-25.7% |
| Participation rate | 66.7% | 82.4%-15.7pp | 80.8%-14.2pp | 80.3%-13.7pp |
| Annual return | 15.69% | 38.03%-22.3pp | 156.71%-141.0pp | 372.94%-357.3pp |
| Employer contribution / active EE | $4,487 | $4,106+9.3% | $3,672+22.2% | $4,751-5.6% |
| Participant deferral / active EE | $8,056 | $7,599+6.0% | $7,418+8.6% | $6,710+20.1% |
| Admin fee / account holder | $3,181 | $8,984-64.6% | $7,231-56.0% | $11,403-72.1% |