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 | $84,998 | $77,899+9.1% | $149,673-43.2% | $75,163+13.1% |
| Participation rate | 57.5% | 65.6%-8.1pp | 78.8%-21.3pp | 67.2%-9.7pp |
| Annual return | 17.41% | 31.72%-14.3pp | 134.42%-117.0pp | 160.62%-143.2pp |
| Employer contribution / active EE | $1,886 | $3,137-39.9% | $4,818-60.9% | $2,670-29.4% |
| Participant deferral / active EE | $5,019 | $3,411+47.2% | $5,680-11.6% | $4,125+21.7% |
| Admin fee / account holder | $1,409 | $5,956-76.3% | $13,210-89.3% | $5,651-75.1% |