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 | $99,193 | $91,190+8.8% | $178,490-44.4% | $79,858+24.2% |
| Participation rate | 64.9% | 69.2%-4.3pp | 81.9%-17.1pp | 69.6%-4.8pp |
| Annual return | 15.99% | 24.19%-8.2pp | 151.07%-135.1pp | 31.71%-15.7pp |
| Employer contribution / active EE | $2,906 | $3,256-10.8% | $5,011-42.0% | $2,471+17.6% |
| Participant deferral / active EE | $7,548 | $3,236+133.2% | $5,202+45.1% | $3,740+101.8% |
| Admin fee / account holder | $5,945 | $6,751-11.9% | $13,984-57.5% | $5,306+12.0% |