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 | $104,123 | $87,166+19.5% | $76,735+35.7% | $137,256-24.1% |
| Participation rate | 58.3% | 74.4%-16.0pp | 69.5%-11.2pp | 80.0%-21.6pp |
| Annual return | 14.43% | 26.50%-12.1pp | 29.77%-15.3pp | 220.34%-205.9pp |
| Employer contribution / active EE | $1,727 | $2,904-40.5% | $2,454-29.6% | $4,156-58.4% |
| Participant deferral / active EE | $5,737 | $4,726+21.4% | $4,088+40.3% | $6,407-10.5% |
| Admin fee / account holder | $392 | $8,403-95.3% | $7,189-94.6% | $12,270-96.8% |