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 | $87,058 | $80,724+7.8% | $103,333-15.8% | $74,495+16.9% |
| Participation rate | 39.6% | 65.7%-26.1pp | 74.5%-34.9pp | 67.2%-27.6pp |
| Annual return | 13.36% | 27.56%-14.2pp | 24.88%-11.5pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $1,872 | $3,157-40.7% | $3,868-51.6% | $2,623-28.6% |
| Participant deferral / active EE | $4,296 | $3,860+11.3% | $5,057-15.1% | $4,346-1.1% |
| Admin fee / account holder | $13,082 | $2,368+452.5% | $8,355+56.6% | $1,942+573.8% |