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 | $93,307 | $93,571-0.3% | $135,903-31.3% | $75,163+24.1% |
| Participation rate | 50.8% | 75.2%-24.4pp | 81.9%-31.1pp | 67.2%-16.4pp |
| Annual return | 21.27% | 30.90%-9.6pp | 68.23%-47.0pp | 160.62%-139.3pp |
| Employer contribution / active EE | $2,101 | $3,537-40.6% | $4,856-56.7% | $2,670-21.3% |
| Participant deferral / active EE | $4,631 | $6,404-27.7% | $7,758-40.3% | $4,125+12.3% |
| Admin fee / account holder | $3,742 | $6,975-46.3% | $10,762-65.2% | $5,651-33.8% |