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 | $83,827 | $65,365+28.2% | $92,893-9.8% | $72,985+14.9% |
| Participation rate | 45.7% | 68.3%-22.6pp | 76.0%-30.3pp | 69.5%-23.8pp |
| Annual return | 20.78% | 42.10%-21.3pp | 109.41%-88.6pp | 81.00%-60.2pp |
| Employer contribution / active EE | $2,109 | $2,594-18.7% | $3,653-42.3% | $2,440-13.6% |
| Participant deferral / active EE | $2,471 | $3,128-21.0% | $4,236-41.7% | $3,607-31.5% |
| Admin fee / account holder | $933 | $4,251-78.1% | $5,794-83.9% | $5,124-81.8% |