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 | $89,168 | $91,190-2.2% | $178,490-50.0% | $79,858+11.7% |
| Participation rate | 45.5% | 69.2%-23.7pp | 81.9%-36.5pp | 69.6%-24.2pp |
| Annual return | 16.29% | 24.19%-7.9pp | 151.07%-134.8pp | 31.71%-15.4pp |
| Employer contribution / active EE | $2,643 | $3,256-18.8% | $5,011-47.3% | $2,471+7.0% |
| Participant deferral / active EE | $6,276 | $3,236+94.0% | $5,202+20.7% | $3,740+67.8% |
| Admin fee / account holder | $4,571 | $6,751-32.3% | $13,984-67.3% | $5,306-13.9% |