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 | $90,691 | $127,065-28.6% | $113,168-19.9% | $142,382-36.3% |
| Participation rate | 69.6% | 79.2%-9.6pp | 76.6%-7.0pp | 80.1%-10.6pp |
| Annual return | 12.67% | 24.03%-11.4pp | 24.27%-11.6pp | 217.08%-204.4pp |
| Employer contribution / active EE | $2,307 | $3,442-33.0% | $2,975-22.5% | $4,299-46.3% |
| Participant deferral / active EE | $3,644 | $5,716-36.2% | $5,107-28.6% | $6,507-44.0% |
| Admin fee / account holder | $27,670 | $15,736+75.8% | $12,068+129.3% | $12,624+119.2% |