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 | $89,753+2.5% | $107,525-14.5% | $84,808+8.4% |
| Participation rate | 48.8% | 68.1%-19.2pp | 75.1%-26.2pp | 68.3%-19.5pp |
| Annual return | 20.78% | 29.48%-8.7pp | 181.32%-160.5pp | 40.90%-20.1pp |
| Employer contribution / active EE | $1,940 | $3,113-37.7% | $3,754-48.3% | $2,631-26.2% |
| Participant deferral / active EE | $4,405 | $4,056+8.6% | $5,116-13.9% | $4,212+4.6% |
| Admin fee / account holder | $792 | $7,222-89.0% | $8,919-91.1% | $7,344-89.2% |