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 | $94,075 | $70,428+33.6% | $96,562-2.6% | $85,850+9.6% |
| Participation rate | 61.5% | 61.8%-0.3pp | 69.8%-8.3pp | 69.3%-7.8pp |
| Annual return | 14.71% | 18.59%-3.9pp | 37.78%-23.1pp | 318.53%-303.8pp |
| Employer contribution / active EE | $2,327 | $1,413+64.7% | $2,356-1.3% | $2,565-9.3% |
| Participant deferral / active EE | $5,293 | $2,894+82.9% | $3,849+37.5% | $3,952+33.9% |
| Admin fee / account holder | $6,737 | $4,997+34.8% | $6,181+9.0% | $6,260+7.6% |