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 | $140,289 | $111,814+25.5% | $103,374+35.7% | $145,959-3.9% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.7pp | 80.3%-37.4pp |
| Annual return | 14.35% | 24.77%-10.4pp | 24.89%-10.5pp | 561.95%-547.6pp |
| Employer contribution / active EE | $1,766 | $4,214-58.1% | $3,869-54.3% | $4,661-62.1% |
| Participant deferral / active EE | $6,099 | $5,618+8.6% | $5,058+20.6% | $6,689-8.8% |
| Admin fee / account holder | $650 | $9,754-93.3% | $8,394-92.3% | $13,398-95.1% |