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 | $96,627 | $104,974-8.0% | $95,585+1.1% | $142,382-32.1% |
| Participation rate | 58.3% | 75.0%-16.6pp | 72.1%-13.7pp | 80.1%-21.8pp |
| Annual return | 14.87% | 210.33%-195.5pp | 38.56%-23.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,334 | $2,779-16.0% | $2,527-7.6% | $4,299-45.7% |
| Participant deferral / active EE | $7,703 | $4,352+77.0% | $4,023+91.5% | $6,507+18.4% |
| Admin fee / account holder | $2,925 | $6,386-54.2% | $6,127-52.3% | $12,624-76.8% |