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 | $101,344 | $106,515-4.9% | $96,683+4.8% | $139,434-27.3% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 11.41% | 38.43%-27.0pp | 35.69%-24.3pp | 372.94%-361.5pp |
| Employer contribution / active EE | $1,860 | $4,103-54.7% | $3,737-50.2% | $4,751-60.9% |
| Participant deferral / active EE | $4,139 | $5,454-24.1% | $4,878-15.2% | $6,710-38.3% |
| Admin fee / account holder | $1,106 | $7,877-86.0% | $6,730-83.6% | $11,403-90.3% |