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 | $124,395 | $152,587-18.5% | $125,175-0.6% | $152,861-18.6% |
| Participation rate | 68.8% | 83.3%-14.6pp | 79.8%-11.0pp | 82.4%-13.7pp |
| Annual return | 17.49% | 54.84%-37.3pp | 43.79%-26.3pp | 345.32%-327.8pp |
| Employer contribution / active EE | $4,191 | $4,946-15.3% | $3,865+8.4% | $4,762-12.0% |
| Participant deferral / active EE | $7,248 | $5,868+23.5% | $4,937+46.8% | $5,850+23.9% |
| Admin fee / account holder | $305 | $13,434-97.7% | $9,702-96.9% | $11,596-97.4% |