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 | $79,164 | $72,277+9.5% | $101,248-21.8% | $79,858-0.9% |
| Participation rate | 69.0% | 68.5%+0.6pp | 75.8%-6.8pp | 69.6%-0.6pp |
| Annual return | 14.11% | 22.30%-8.2pp | 46.47%-32.4pp | 31.71%-17.6pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,686 | $3,282+103.7% | $4,370+53.0% | $3,740+78.8% |
| Admin fee / account holder | $15,026 | $4,400+241.5% | $5,945+152.7% | $5,306+183.2% |