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 | $142,295 | $149,734-5.0% | $118,925+19.7% | $158,922-10.5% |
| Participation rate | 52.9% | 82.1%-29.1pp | 75.4%-22.4pp | 82.0%-29.0pp |
| Annual return | 9.33% | 19.95%-10.6pp | 35.88%-26.5pp | 302.83%-293.5pp |
| Employer contribution / active EE | $2,274 | $4,115-44.7% | $3,263-30.3% | $4,761-52.2% |
| Participant deferral / active EE | $2,991 | $5,223-42.7% | $4,265-29.9% | $5,982-50.0% |
| Admin fee / account holder | $3,444 | $8,603-60.0% | $6,581-47.7% | $11,246-69.4% |