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 | $111,615 | $131,829-15.3% | $108,579+2.8% | $273,961-59.3% |
| Participation rate | 61.5% | 83.5%-21.9pp | 79.6%-18.0pp | 83.0%-21.5pp |
| Annual return | 10.54% | -91.57%+102.1pp | -51.70%+62.2pp | 41.45%-30.9pp |
| Employer contribution / active EE | $1,968 | $4,912-59.9% | $3,758-47.6% | $4,869-59.6% |
| Participant deferral / active EE | $7,920 | $5,127+54.5% | $4,311+83.7% | $5,287+49.8% |
| Admin fee / account holder | $397 | $10,252-96.1% | $7,645-94.8% | $10,132-96.1% |