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 | $96,246 | $91,190+5.5% | $178,490-46.1% | $79,858+20.5% |
| Participation rate | 62.1% | 69.2%-7.1pp | 81.9%-19.9pp | 69.6%-7.6pp |
| Annual return | 16.01% | 24.19%-8.2pp | 151.07%-135.1pp | 31.71%-15.7pp |
| Employer contribution / active EE | $1,683 | $3,256-48.3% | $5,011-66.4% | $2,471-31.9% |
| Participant deferral / active EE | $4,373 | $3,236+35.1% | $5,202-15.9% | $3,740+16.9% |
| Admin fee / account holder | $16,302 | $6,751+141.5% | $13,984+16.6% | $5,306+207.2% |