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 | $111,287 | $107,452+3.6% | $91,541+21.6% | $142,382-21.8% |
| Participation rate | 52.2% | 75.1%-22.9pp | 69.8%-17.6pp | 80.1%-27.9pp |
| Annual return | 11.45% | 22.06%-10.6pp | 20.50%-9.1pp | 217.08%-205.6pp |
| Employer contribution / active EE | $1,237 | $2,994-58.7% | $2,505-50.6% | $4,299-71.2% |
| Participant deferral / active EE | $2,889 | $4,754-39.2% | $4,008-27.9% | $6,507-55.6% |
| Admin fee / account holder | $770 | $8,834-91.3% | $6,956-88.9% | $12,624-93.9% |