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 | $81,935 | $81,208+0.9% | $98,907-17.2% | $79,858+2.6% |
| Participation rate | 66.7% | 72.5%-5.8pp | 76.0%-9.4pp | 69.6%-3.0pp |
| Annual return | 17.68% | 60.99%-43.3pp | 196.43%-178.7pp | 31.71%-14.0pp |
| Employer contribution / active EE | $1,588 | $1,960-19.0% | $2,689-41.0% | $2,471-35.7% |
| Participant deferral / active EE | $3,354 | $3,265+2.7% | $4,244-21.0% | $3,740-10.3% |
| Admin fee / account holder | $2,768 | $6,013-54.0% | $6,642-58.3% | $5,306-47.8% |