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 | $86,971 | $71,050+22.4% | $93,606-7.1% | $80,856+7.6% |
| Participation rate | 41.1% | 60.4%-19.3pp | 68.7%-27.6pp | 67.6%-26.5pp |
| Annual return | 11.99% | 11.26%+0.7pp | 133.20%-121.2pp | 35.59%-23.6pp |
| Employer contribution / active EE | $2,377 | $1,564+52.0% | $2,420-1.8% | $2,755-13.7% |
| Participant deferral / active EE | $2,479 | $4,034-38.5% | $4,411-43.8% | $4,296-42.3% |
| Admin fee / account holder | $13,416 | $6,945+93.2% | $8,285+61.9% | $6,918+93.9% |