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 | $90,598 | $90,503+0.1% | $78,689+15.1% | $273,961-66.9% |
| Participation rate | 25.0% | 76.5%-51.5pp | 73.6%-48.6pp | 83.0%-58.0pp |
| Annual return | 8.44% | 75.60%-67.2pp | 62.18%-53.7pp | 41.45%-33.0pp |
| Employer contribution / active EE | $2,724 | $3,176-14.2% | $2,851-4.4% | $4,869-44.0% |
| Participant deferral / active EE | $10,393 | $3,901+166.4% | $3,517+195.5% | $5,287+96.6% |
| Admin fee / account holder | $425 | $5,263-91.9% | $4,510-90.6% | $10,132-95.8% |