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 | $90,379 | $99,079-8.8% | $77,999+15.9% | $273,961-67.0% |
| Participation rate | 63.6% | 78.6%-14.9pp | 75.5%-11.9pp | 83.0%-19.4pp |
| Annual return | 9.42% | 217.93%-208.5pp | 425.96%-416.5pp | 41.45%-32.0pp |
| Employer contribution / active EE | $8,286 | $3,308+150.5% | $2,470+235.5% | $4,869+70.2% |
| Participant deferral / active EE | $9,776 | $4,306+127.0% | $3,497+179.6% | $5,287+84.9% |
| Admin fee / account holder | $897 | $8,954-90.0% | $5,480-83.6% | $10,132-91.2% |