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 | $81,867 | $77,899+5.1% | $149,673-45.3% | $75,163+8.9% |
| Participation rate | 40.0% | 65.6%-25.6pp | 78.8%-38.8pp | 67.2%-27.2pp |
| Annual return | 22.13% | 31.72%-9.6pp | 134.42%-112.3pp | 160.62%-138.5pp |
| Employer contribution / active EE | $2,015 | $3,137-35.8% | $4,818-58.2% | $2,670-24.5% |
| Participant deferral / active EE | $3,431 | $3,411+0.6% | $5,680-39.6% | $4,125-16.8% |
| Admin fee / account holder | $1,120 | $5,956-81.2% | $13,210-91.5% | $5,651-80.2% |