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 | $85,020 | $103,376-17.8% | $87,100-2.4% | $152,861-44.4% |
| Participation rate | 68.8% | 79.3%-10.6pp | 76.9%-8.1pp | 82.4%-13.7pp |
| Annual return | 26.06% | 28.10%-2.0pp | 28.19%-2.1pp | 345.32%-319.3pp |
| Employer contribution / active EE | $1,396 | $3,220-56.6% | $2,521-44.6% | $4,762-70.7% |
| Participant deferral / active EE | $5,123 | $4,778+7.2% | $4,049+26.5% | $5,850-12.4% |
| Admin fee / account holder | $877 | $12,205-92.8% | $7,497-88.3% | $11,596-92.4% |