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 | $80,219 | $104,974-23.6% | $95,585-16.1% | $142,382-43.7% |
| Participation rate | 66.7% | 75.0%-8.3pp | 72.1%-5.4pp | 80.1%-13.5pp |
| Annual return | 16.43% | 210.33%-193.9pp | 38.56%-22.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $2,788 | $2,779+0.3% | $2,527+10.3% | $4,299-35.1% |
| Participant deferral / active EE | $8,252 | $4,352+89.6% | $4,023+105.1% | $6,507+26.8% |
| Admin fee / account holder | $4,728 | $6,386-26.0% | $6,127-22.8% | $12,624-62.5% |