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 | $125,929 | $80,717+56.0% | $154,803-18.7% | $84,808+48.5% |
| Participation rate | 52.5% | 66.8%-14.3pp | 78.1%-25.6pp | 68.3%-15.8pp |
| Annual return | 14.51% | 37.96%-23.5pp | 58.88%-44.4pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,114 | $2,761-23.5% | $4,305-50.9% | $2,631-19.7% |
| Participant deferral / active EE | $8,127 | $3,303+146.0% | $5,540+46.7% | $4,212+93.0% |
| Admin fee / account holder | $13,406 | $6,746+98.7% | $14,329-6.4% | $7,344+82.6% |