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 | $81,550 | $89,753-9.1% | $107,525-24.2% | $84,808-3.8% |
| Participation rate | 57.1% | 68.1%-10.9pp | 75.1%-17.9pp | 68.3%-11.2pp |
| Annual return | 15.39% | 29.48%-14.1pp | 181.32%-165.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,370 | $3,113-23.9% | $3,754-36.9% | $2,631-9.9% |
| Participant deferral / active EE | $5,921 | $4,056+46.0% | $5,116+15.7% | $4,212+40.6% |
| Admin fee / account holder | $7,577 | $7,222+4.9% | $8,919-15.0% | $7,344+3.2% |