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 | $110,849 | $108,172+2.5% | $77,482+43.1% | $158,922-30.2% |
| Participation rate | 27.3% | 64.4%-37.2pp | 54.2%-26.9pp | 82.0%-54.7pp |
| Annual return | 16.60% | 31.67%-15.1pp | 54.79%-38.2pp | 302.83%-286.2pp |
| Employer contribution / active EE | $621 | $1,325-53.1% | $986-37.0% | $4,761-87.0% |
| Participant deferral / active EE | $2,352 | $2,456-4.2% | $1,861+26.4% | $5,982-60.7% |
| Admin fee / account holder | $5,579 | $3,708+50.5% | $2,858+95.2% | $11,246-50.4% |