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 | $110,733 | $97,044+14.1% | $83,333+32.9% | $135,375-18.2% |
| Participation rate | 52.4% | 80.4%-28.0pp | 77.8%-25.4pp | 82.6%-30.3pp |
| Annual return | 4.12% | 12.31%-8.2pp | 10.63%-6.5pp | 519.73%-515.6pp |
| Employer contribution / active EE | $2,264 | $4,143-45.4% | $3,379-33.0% | $4,779-52.6% |
| Participant deferral / active EE | $5,098 | $5,964-14.5% | $5,565-8.4% | $5,609-9.1% |
| Admin fee / account holder | $1,429 | $8,380-83.0% | $7,510-81.0% | $10,827-86.8% |