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 | $98,260 | $102,616-4.2% | $81,983+19.9% | $158,922-38.2% |
| Participation rate | 60.0% | 75.5%-15.5pp | 69.2%-9.2pp | 82.0%-22.0pp |
| Annual return | 13.58% | 61.04%-47.5pp | 41.31%-27.7pp | 302.83%-289.2pp |
| Employer contribution / active EE | $2,262 | $3,240-30.2% | $2,498-9.5% | $4,761-52.5% |
| Participant deferral / active EE | $6,324 | $4,648+36.1% | $3,722+69.9% | $5,982+5.7% |
| Admin fee / account holder | $11,307 | $8,235+37.3% | $5,664+99.6% | $11,246+0.5% |