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 | $108,019 | $115,708-6.6% | $65,255+65.5% | $139,434-22.5% |
| Participation rate | 27.3% | 67.8%-40.6pp | 65.0%-37.7pp | 80.3%-53.0pp |
| Annual return | 8.65% | 31.19%-22.5pp | 47.35%-38.7pp | 372.94%-364.3pp |
| Employer contribution / active EE | $1,404 | $2,599-46.0% | $1,691-17.0% | $4,751-70.4% |
| Participant deferral / active EE | $3,725 | $4,240-12.1% | $2,831+31.6% | $6,710-44.5% |
| Admin fee / account holder | $300 | $6,698-95.5% | $4,112-92.7% | $11,403-97.4% |