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 | $91,955 | $101,724-9.6% | $164,813-44.2% | $80,856+13.7% |
| Participation rate | 64.5% | 71.8%-7.3pp | 78.6%-14.1pp | 67.6%-3.1pp |
| Annual return | 15.64% | 16.72%-1.1pp | 69.93%-54.3pp | 35.59%-20.0pp |
| Employer contribution / active EE | $4,913 | $2,953+66.3% | $4,341+13.2% | $2,755+78.3% |
| Participant deferral / active EE | $7,326 | $4,477+63.6% | $6,031+21.5% | $4,296+70.5% |
| Admin fee / account holder | $3,914 | $8,227-52.4% | $12,690-69.2% | $6,918-43.4% |