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 | $121,004 | $214,378-43.6% | $200,582-39.7% | $142,382-15.0% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 14.27% | 46.41%-32.1pp | 42.33%-28.1pp | 217.08%-202.8pp |
| Employer contribution / active EE | $4,392 | $6,841-35.8% | $6,419-31.6% | $4,299+2.2% |
| Participant deferral / active EE | $11,023 | $9,865+11.7% | $9,331+18.1% | $6,507+69.4% |
| Admin fee / account holder | $4,710 | $17,692-73.4% | $16,305-71.1% | $12,624-62.7% |