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 | $86,224 | $95,266-9.5% | $82,389+4.7% | $142,382-39.4% |
| Participation rate | 65.0% | 74.5%-9.5pp | 69.5%-4.5pp | 80.1%-15.1pp |
| Annual return | 13.89% | 25.74%-11.9pp | 28.67%-14.8pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,605 | $2,991-46.3% | $2,517-36.2% | $4,299-62.7% |
| Participant deferral / active EE | $3,135 | $4,809-34.8% | $4,155-24.5% | $6,507-51.8% |
| Admin fee / account holder | $41,890 | $8,563+389.2% | $7,231+479.3% | $12,624+231.8% |