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 | $98,163 | $154,117-36.3% | $129,995-24.5% | $139,434-29.6% |
| Participation rate | 64.7% | 82.0%-17.2pp | 78.5%-13.8pp | 80.3%-15.6pp |
| Annual return | 10.43% | 32.48%-22.0pp | -137.18%+147.6pp | 372.94%-362.5pp |
| Employer contribution / active EE | $2,826 | $5,289-46.6% | $4,320-34.6% | $4,751-40.5% |
| Participant deferral / active EE | $5,245 | $6,710-21.8% | $5,820-9.9% | $6,710-21.8% |
| Admin fee / account holder | $6,258 | $14,007-55.3% | $10,614-41.0% | $11,403-45.1% |