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 | $91,059 | $100,773-9.6% | $88,946+2.4% | $142,382-36.0% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.8%-2.2pp | 80.1%-13.5pp |
| Annual return | 17.09% | 70.18%-53.1pp | 57.82%-40.7pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,507 | $2,918-48.4% | $2,555-41.0% | $4,299-65.0% |
| Participant deferral / active EE | $1,740 | $5,230-66.7% | $4,581-62.0% | $6,507-73.3% |
| Admin fee / account holder | $14,334 | $9,693+47.9% | $8,261+73.5% | $12,624+13.5% |