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 | $69,031 | $83,337-17.2% | $67,834+1.8% | $273,961-74.8% |
| Participation rate | 66.7% | 76.4%-9.8pp | 68.8%-2.1pp | 83.0%-16.3pp |
| Annual return | 3.80% | 259.45%-255.6pp | 138.47%-134.7pp | 41.45%-37.6pp |
| Employer contribution / active EE | $3,633 | $3,287+10.5% | $2,403+51.2% | $4,869-25.4% |
| Participant deferral / active EE | $7,857 | $4,088+92.2% | $3,160+148.6% | $5,287+48.6% |
| Admin fee / account holder | $29,503 | $6,752+337.0% | $4,622+538.3% | $10,132+191.2% |