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 | $109,544 | $106,515+2.8% | $96,683+13.3% | $139,434-21.4% |
| Participation rate | 27.8% | 77.8%-50.1pp | 74.3%-46.6pp | 80.3%-52.5pp |
| Annual return | 13.33% | 38.43%-25.1pp | 35.69%-22.4pp | 372.94%-359.6pp |
| Employer contribution / active EE | $1,009 | $4,103-75.4% | $3,737-73.0% | $4,751-78.8% |
| Participant deferral / active EE | $2,643 | $5,454-51.5% | $4,878-45.8% | $6,710-60.6% |
| Admin fee / account holder | $3,189 | $7,877-59.5% | $6,730-52.6% | $11,403-72.0% |