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 | $120,667 | $91,190+32.3% | $178,490-32.4% | $79,858+51.1% |
| Participation rate | 59.3% | 69.2%-9.9pp | 81.9%-22.7pp | 69.6%-10.4pp |
| Annual return | 20.01% | 24.19%-4.2pp | 151.07%-131.1pp | 31.71%-11.7pp |
| Employer contribution / active EE | $2,691 | $3,256-17.4% | $5,011-46.3% | $2,471+8.9% |
| Participant deferral / active EE | $6,497 | $3,236+100.8% | $5,202+24.9% | $3,740+73.7% |
| Admin fee / account holder | $1,032 | $6,751-84.7% | $13,984-92.6% | $5,306-80.5% |