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 | $97,580 | $80,724+20.9% | $103,333-5.6% | $74,495+31.0% |
| Participation rate | 44.9% | 65.7%-20.8pp | 74.5%-29.6pp | 67.2%-22.3pp |
| Annual return | 18.45% | 27.56%-9.1pp | 24.88%-6.4pp | 1364.94%-1346.5pp |
| Employer contribution / active EE | $1,382 | $3,157-56.2% | $3,868-64.3% | $2,623-47.3% |
| Participant deferral / active EE | $3,261 | $3,860-15.5% | $5,057-35.5% | $4,346-25.0% |
| Admin fee / account holder | $9,652 | $2,368+307.6% | $8,355+15.5% | $1,942+397.1% |