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 | $95,754 | $99,652-3.9% | $78,778+21.5% | $147,584-35.1% |
| Participation rate | 53.3% | 76.2%-22.9pp | 69.2%-15.9pp | 82.8%-29.5pp |
| Annual return | 9.49% | 47.28%-37.8pp | 35.62%-26.1pp | 578.55%-569.1pp |
| Employer contribution / active EE | $1,328 | $2,796-52.5% | $1,986-33.1% | $4,876-72.8% |
| Participant deferral / active EE | $4,046 | $3,664+10.4% | $2,958+36.8% | $5,439-25.6% |
| Admin fee / account holder | $8,596 | $7,155+20.1% | $5,134+67.4% | $10,885-21.0% |