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 | $55,238 | $55,453-0.4% | $170,442-67.6% | $62,292-11.3% |
| Participation rate | 58.3% | 66.4%-8.1pp | 83.6%-25.3pp | 69.5%-11.3pp |
| Annual return | 18.18% | 21.38%-3.2pp | 205.93%-187.7pp | 28.90%-10.7pp |
| Employer contribution / active EE | $2,376 | $2,164+9.8% | $5,433-56.3% | $2,042+16.3% |
| Participant deferral / active EE | $2,780 | $2,303+20.7% | $4,939-43.7% | $3,169-12.3% |
| Admin fee / account holder | $1,770 | $455+289.0% | $13,880-87.2% | $479+269.3% |