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 | $114,731 | $83,337+37.7% | $67,834+69.1% | $273,961-58.1% |
| Participation rate | 50.0% | 76.4%-26.4pp | 68.8%-18.8pp | 83.0%-33.0pp |
| Annual return | 5.41% | 259.45%-254.0pp | 138.47%-133.1pp | 41.45%-36.0pp |
| Employer contribution / active EE | $2,581 | $3,287-21.5% | $2,403+7.4% | $4,869-47.0% |
| Participant deferral / active EE | $6,067 | $4,088+48.4% | $3,160+92.0% | $5,287+14.7% |
| Admin fee / account holder | $1,365 | $6,752-79.8% | $4,622-70.5% | $10,132-86.5% |