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 | $89,753+4.0% | $107,525-13.2% | $84,808+10.1% |
| Participation rate | 42.9% | 68.1%-25.2pp | 75.1%-32.2pp | 68.3%-25.5pp |
| Annual return | 19.55% | 29.48%-9.9pp | 181.32%-161.8pp | 40.90%-21.4pp |
| Employer contribution / active EE | $2,140 | $3,113-31.3% | $3,754-43.0% | $2,631-18.6% |
| Participant deferral / active EE | $3,927 | $4,056-3.2% | $5,116-23.2% | $4,212-6.8% |
| Admin fee / account holder | $8,338 | $7,222+15.4% | $8,919-6.5% | $7,344+13.5% |