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 | $140,426 | $111,754+25.7% | $103,333+35.9% | $145,922-3.8% |
| Participation rate | 54.2% | 77.9%-23.8pp | 74.5%-20.3pp | 80.3%-26.1pp |
| Annual return | 16.31% | 24.77%-8.5pp | 24.88%-8.6pp | 561.29%-545.0pp |
| Employer contribution / active EE | $2,037 | $4,212-51.7% | $3,868-47.3% | $4,660-56.3% |
| Participant deferral / active EE | $5,680 | $5,619+1.1% | $5,057+12.3% | $6,688-15.1% |
| Admin fee / account holder | $5,189 | $9,750-46.8% | $8,355-37.9% | $13,397-61.3% |