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 | $82,286 | $99,918-17.6% | $81,382+1.1% | $145,922-43.6% |
| Participation rate | 65.0% | 74.2%-9.2pp | 69.5%-4.5pp | 80.3%-15.3pp |
| Annual return | 17.01% | 34.32%-17.3pp | 24.73%-7.7pp | 561.29%-544.3pp |
| Employer contribution / active EE | $2,132 | $2,978-28.4% | $2,463-13.4% | $4,660-54.3% |
| Participant deferral / active EE | $1,086 | $4,605-76.4% | $3,883-72.0% | $6,688-83.8% |
| Admin fee / account holder | $14,492 | $8,212+76.5% | $5,768+151.2% | $13,397+8.2% |