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 | $98,601 | $107,934-8.6% | $91,989+7.2% | $152,861-35.5% |
| Participation rate | 63.2% | 81.2%-18.0pp | 78.6%-15.5pp | 82.4%-19.3pp |
| Annual return | 17.71% | 89.24%-71.5pp | 69.02%-51.3pp | 345.32%-327.6pp |
| Employer contribution / active EE | $4,357 | $4,210+3.5% | $3,452+26.2% | $4,762-8.5% |
| Participant deferral / active EE | $8,232 | $6,364+29.4% | $5,923+39.0% | $5,850+40.7% |
| Admin fee / account holder | $12,555 | $10,520+19.4% | $7,743+62.2% | $11,596+8.3% |