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 | $87,124 | $73,933+17.8% | $96,683-9.9% | $75,163+15.9% |
| Participation rate | 48.8% | 66.4%-17.6pp | 74.3%-25.6pp | 67.2%-18.4pp |
| Annual return | 15.35% | 26.70%-11.4pp | 35.69%-20.3pp | 160.62%-145.3pp |
| Employer contribution / active EE | $2,045 | $2,928-30.2% | $3,737-45.3% | $2,670-23.4% |
| Participant deferral / active EE | $4,256 | $3,659+16.3% | $4,878-12.7% | $4,125+3.2% |
| Admin fee / account holder | $3,314 | $5,216-36.5% | $6,730-50.8% | $5,651-41.4% |