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 | $78,340 | $117,983-33.6% | $101,794-23.0% | $142,382-45.0% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.2%-9.2pp | 80.1%-20.1pp |
| Annual return | 14.65% | 36.92%-22.3pp | 30.53%-15.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $1,934 | $2,773-30.3% | $2,289-15.5% | $4,299-55.0% |
| Participant deferral / active EE | $2,936 | $4,714-37.7% | $4,084-28.1% | $6,507-54.9% |
| Admin fee / account holder | $1,183 | $10,433-88.7% | $8,777-86.5% | $12,624-90.6% |