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 | $93,481 | $71,050+31.6% | $93,606-0.1% | $80,856+15.6% |
| Participation rate | 56.9% | 60.4%-3.5pp | 68.7%-11.9pp | 67.6%-10.8pp |
| Annual return | 18.63% | 11.26%+7.4pp | 133.20%-114.6pp | 35.59%-17.0pp |
| Employer contribution / active EE | $2,228 | $1,564+42.5% | $2,420-7.9% | $2,755-19.1% |
| Participant deferral / active EE | $4,378 | $4,034+8.5% | $4,411-0.7% | $4,296+1.9% |
| Admin fee / account holder | $10,861 | $6,945+56.4% | $8,285+31.1% | $6,918+57.0% |