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 | $132,582 | $162,781-18.6% | $133,956-1.0% | $158,922-16.6% |
| Participation rate | 40.0% | 83.2%-43.2pp | 79.8%-39.8pp | 82.0%-42.0pp |
| Annual return | 14.91% | 41.94%-27.0pp | 45.09%-30.2pp | 302.83%-287.9pp |
| Employer contribution / active EE | $1,658 | $4,975-66.7% | $3,919-57.7% | $4,761-65.2% |
| Participant deferral / active EE | $2,096 | $5,911-64.5% | $5,048-58.5% | $5,982-65.0% |
| Admin fee / account holder | $16,332 | $11,736+39.2% | $8,927+83.0% | $11,246+45.2% |