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 | $136,135 | $142,344-4.4% | $119,609+13.8% | $134,475+1.2% |
| Participation rate | 68.4% | 82.8%-14.4pp | 79.3%-10.8pp | 81.2%-12.8pp |
| Annual return | 24.93% | -12.44%+37.4pp | -14.97%+39.9pp | 417.96%-393.0pp |
| Employer contribution / active EE | $6,477 | $5,222+24.0% | $4,232+53.0% | $4,740+36.6% |
| Participant deferral / active EE | $10,934 | $6,469+69.0% | $5,602+95.2% | $6,400+70.8% |
| Admin fee / account holder | $7,205 | $13,584-47.0% | $10,323-30.2% | $11,426-36.9% |