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 | $98,486 | $106,515-7.5% | $96,683+1.9% | $139,434-29.4% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 16.07% | 38.43%-22.4pp | 35.69%-19.6pp | 372.94%-356.9pp |
| Employer contribution / active EE | $1,462 | $4,103-64.4% | $3,737-60.9% | $4,751-69.2% |
| Participant deferral / active EE | $3,408 | $5,454-37.5% | $4,878-30.1% | $6,710-49.2% |
| Admin fee / account holder | $427 | $7,877-94.6% | $6,730-93.7% | $11,403-96.3% |