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 7-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 | $95,448 | $89,753+6.3% | $107,525-11.2% | $84,808+12.5% |
| Participation rate | 28.0% | 68.1%-40.1pp | 75.1%-47.1pp | 68.3%-40.3pp |
| Annual return | 14.74% | 29.48%-14.7pp | 181.32%-166.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,282 | $3,113-58.8% | $3,754-65.8% | $2,631-51.3% |
| Participant deferral / active EE | $3,546 | $4,056-12.6% | $5,116-30.7% | $4,212-15.8% |
| Admin fee / account holder | $15,624 | $7,222+116.3% | $8,919+75.2% | $7,344+112.7% |