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 | $81,529 | $127,386-36.0% | $115,037-29.1% | $125,391-35.0% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -1.00% | 31.28%-32.3pp | 26.14%-27.1pp | 282.22%-283.2pp |
| Employer contribution / active EE | $17,684 | $5,166+242.3% | $4,608+283.8% | $4,866+263.4% |
| Participant deferral / active EE | $3,070 | $6,423-52.2% | $6,026-49.1% | $5,352-42.6% |
| Admin fee / account holder | $11,468 | $9,516+20.5% | $8,175+40.3% | $9,540+20.2% |