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 | $98,896 | $65,041+52.1% | $90,951+8.7% | $79,858+23.8% |
| Participation rate | 37.1% | 61.6%-24.5pp | 69.0%-31.9pp | 69.6%-32.5pp |
| Annual return | 15.11% | 30.45%-15.3pp | 134.60%-119.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $665 | $1,247-46.7% | $2,122-68.7% | $2,471-73.1% |
| Participant deferral / active EE | $1,216 | $2,512-51.6% | $3,373-63.9% | $3,740-67.5% |
| Admin fee / account holder | $14,300 | $4,536+215.3% | $5,959+140.0% | $5,306+169.5% |