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 | $91,973 | $88,672+3.7% | $105,223-12.6% | $82,448+11.6% |
| Participation rate | 48.8% | 67.9%-19.1pp | 75.0%-26.2pp | 68.1%-19.2pp |
| Annual return | 20.78% | 30.86%-10.1pp | 180.65%-159.9pp | 41.64%-20.9pp |
| Employer contribution / active EE | $1,940 | $3,048-36.3% | $3,689-47.4% | $2,551-23.9% |
| Participant deferral / active EE | $4,405 | $4,036+9.1% | $5,072-13.1% | $4,139+6.4% |
| Admin fee / account holder | $792 | $7,146-88.9% | $8,859-91.1% | $7,234-89.1% |