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 | $102,245+8.8% | $89,340+24.6% | $137,256-18.9% |
| Participation rate | 52.2% | 74.9%-22.7pp | 69.6%-17.4pp | 80.0%-27.8pp |
| Annual return | 11.45% | 21.89%-10.4pp | 20.57%-9.1pp | 220.34%-208.9pp |
| Employer contribution / active EE | $1,237 | $2,529-51.1% | $2,231-44.6% | $4,156-70.2% |
| Participant deferral / active EE | $2,889 | $4,436-34.9% | $3,823-24.4% | $6,407-54.9% |
| Admin fee / account holder | $770 | $8,085-90.5% | $6,704-88.5% | $12,270-93.7% |