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 | $140,699 | $117,983+19.3% | $101,794+38.2% | $142,382-1.2% |
| Participation rate | 44.4% | 74.2%-29.8pp | 69.2%-24.7pp | 80.1%-35.7pp |
| Annual return | 17.58% | 36.92%-19.3pp | 30.53%-12.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,452 | $2,773-47.6% | $2,289-36.6% | $4,299-66.2% |
| Participant deferral / active EE | $6,060 | $4,714+28.6% | $4,084+48.4% | $6,507-6.9% |
| Admin fee / account holder | $13,127 | $10,433+25.8% | $8,777+49.6% | $12,624+4.0% |