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 | $98,648 | $105,859-6.8% | $90,160+9.4% | $147,584-33.2% |
| Participation rate | 66.7% | 79.7%-13.1pp | 76.9%-10.2pp | 82.8%-16.2pp |
| Annual return | 15.73% | 37.63%-21.9pp | 34.88%-19.2pp | 578.55%-562.8pp |
| Employer contribution / active EE | $3,035 | $4,126-26.5% | $3,318-8.5% | $4,876-37.8% |
| Participant deferral / active EE | $4,983 | $5,733-13.1% | $5,288-5.8% | $5,439-8.4% |
| Admin fee / account holder | $872 | $8,046-89.2% | $5,943-85.3% | $10,885-92.0% |