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 | $98,905 | $63,703+55.3% | $93,063+6.3% | $82,448+20.0% |
| Participation rate | 55.2% | 63.8%-8.7pp | 72.1%-16.9pp | 68.1%-12.9pp |
| Annual return | 16.74% | -775.43%+792.2pp | 34.15%-17.4pp | 41.64%-24.9pp |
| Employer contribution / active EE | $1,134 | $1,729-34.4% | $2,476-54.2% | $2,551-55.5% |
| Participant deferral / active EE | $1,722 | $2,919-41.0% | $3,958-56.5% | $4,139-58.4% |
| Admin fee / account holder | $11,062 | $5,982+84.9% | $6,033+83.3% | $7,234+52.9% |