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 | $93,338 | $88,672+5.3% | $105,223-11.3% | $82,448+13.2% |
| Participation rate | 42.9% | 67.9%-25.1pp | 75.0%-32.2pp | 68.1%-25.2pp |
| Annual return | 19.55% | 30.86%-11.3pp | 180.65%-161.1pp | 41.64%-22.1pp |
| Employer contribution / active EE | $2,140 | $3,048-29.8% | $3,689-42.0% | $2,551-16.1% |
| Participant deferral / active EE | $3,927 | $4,036-2.7% | $5,072-22.6% | $4,139-5.1% |
| Admin fee / account holder | $8,338 | $7,146+16.7% | $8,859-5.9% | $7,234+15.3% |