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 | $86,249 | $78,672+9.6% | $109,143-21.0% | $85,850+0.5% |
| Participation rate | 56.1% | 68.3%-12.2pp | 75.9%-19.8pp | 69.3%-13.2pp |
| Annual return | 12.56% | 25.09%-12.5pp | 25.75%-13.2pp | 318.53%-306.0pp |
| Employer contribution / active EE | $2,368 | $2,735-13.4% | $3,722-36.4% | $2,565-7.7% |
| Participant deferral / active EE | $4,073 | $3,467+17.5% | $4,653-12.5% | $3,952+3.1% |
| Admin fee / account holder | $26,407 | $5,469+382.8% | $6,752+291.1% | $6,260+321.9% |