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 | $138,580 | $152,587-9.2% | $125,175+10.7% | $152,861-9.3% |
| Participation rate | 57.1% | 83.3%-26.2pp | 79.8%-22.6pp | 82.4%-25.3pp |
| Annual return | 13.96% | 54.84%-40.9pp | 43.79%-29.8pp | 345.32%-331.4pp |
| Employer contribution / active EE | $1,693 | $4,946-65.8% | $3,865-56.2% | $4,762-64.4% |
| Participant deferral / active EE | $7,214 | $5,868+22.9% | $4,937+46.1% | $5,850+23.3% |
| Admin fee / account holder | $11,208 | $13,434-16.6% | $9,702+15.5% | $11,596-3.4% |