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 | $160,882 | $162,781-1.2% | $133,956+20.1% | $158,922+1.2% |
| Participation rate | 69.2% | 83.2%-14.0pp | 79.8%-10.6pp | 82.0%-12.7pp |
| Annual return | 12.08% | 41.94%-29.9pp | 45.09%-33.0pp | 302.83%-290.7pp |
| Employer contribution / active EE | $2,093 | $4,975-57.9% | $3,919-46.6% | $4,761-56.0% |
| Participant deferral / active EE | $5,404 | $5,911-8.6% | $5,048+7.1% | $5,982-9.7% |
| Admin fee / account holder | $3,912 | $11,736-66.7% | $8,927-56.2% | $11,246-65.2% |