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 | $112,628 | $87,733+28.4% | $106,548+5.7% | $85,850+31.2% |
| Participation rate | 48.8% | 71.9%-23.2pp | 76.1%-27.3pp | 69.3%-20.5pp |
| Annual return | 19.63% | 21.86%-2.2pp | 26.80%-7.2pp | 318.53%-298.9pp |
| Employer contribution / active EE | $1,671 | $2,073-19.4% | $2,819-40.7% | $2,565-34.9% |
| Participant deferral / active EE | $3,590 | $3,469+3.5% | $4,398-18.4% | $3,952-9.2% |
| Admin fee / account holder | $1,286 | $6,767-81.0% | $7,407-82.6% | $6,260-79.5% |