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 | $81,227 | $82,978-2.1% | $129,995-37.5% | $71,457+13.7% |
| Participation rate | 69.0% | 74.1%-5.1pp | 78.5%-9.5pp | 67.9%+1.1pp |
| Annual return | 18.88% | 20.60%-1.7pp | -137.18%+156.1pp | 28.85%-10.0pp |
| Employer contribution / active EE | $3,182 | $2,622+21.4% | $4,320-26.3% | $2,588+23.0% |
| Participant deferral / active EE | $4,114 | $4,432-7.2% | $5,820-29.3% | $4,289-4.1% |
| Admin fee / account holder | $3,443 | $1,729+99.1% | $10,614-67.6% | $1,587+116.9% |