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 | $135,738 | $106,515+27.4% | $96,683+40.4% | $139,434-2.7% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 19.50% | 38.43%-18.9pp | 35.69%-16.2pp | 372.94%-353.4pp |
| Employer contribution / active EE | $2,576 | $4,103-37.2% | $3,737-31.1% | $4,751-45.8% |
| Participant deferral / active EE | $7,318 | $5,454+34.2% | $4,878+50.0% | $6,710+9.1% |
| Admin fee / account holder | $357 | $7,877-95.5% | $6,730-94.7% | $11,403-96.9% |