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 | $93,280 | $104,974-11.1% | $95,585-2.4% | $142,382-34.5% |
| Participation rate | 63.6% | 75.0%-11.3pp | 72.1%-8.4pp | 80.1%-16.5pp |
| Annual return | 11.75% | 210.33%-198.6pp | 38.56%-26.8pp | 217.08%-205.3pp |
| Employer contribution / active EE | $1,415 | $2,779-49.1% | $2,527-44.0% | $4,299-67.1% |
| Participant deferral / active EE | $3,307 | $4,352-24.0% | $4,023-17.8% | $6,507-49.2% |
| Admin fee / account holder | $16,445 | $6,386+157.5% | $6,127+168.4% | $12,624+30.3% |