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 | $85,353 | $73,933+15.4% | $96,683-11.7% | $75,163+13.6% |
| Participation rate | 39.6% | 66.4%-26.8pp | 74.3%-34.8pp | 67.2%-27.6pp |
| Annual return | 18.23% | 26.70%-8.5pp | 35.69%-17.5pp | 160.62%-142.4pp |
| Employer contribution / active EE | $1,067 | $2,928-63.6% | $3,737-71.5% | $2,670-60.0% |
| Participant deferral / active EE | $2,161 | $3,659-40.9% | $4,878-55.7% | $4,125-47.6% |
| Admin fee / account holder | $1,212 | $5,216-76.8% | $6,730-82.0% | $5,651-78.5% |