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 | $98,732 | $117,983-16.3% | $101,794-3.0% | $142,382-30.7% |
| Participation rate | 58.8% | 74.2%-15.4pp | 69.2%-10.4pp | 80.1%-21.3pp |
| Annual return | 21.36% | 36.92%-15.6pp | 30.53%-9.2pp | 217.08%-195.7pp |
| Employer contribution / active EE | $1,928 | $2,773-30.5% | $2,289-15.8% | $4,299-55.2% |
| Participant deferral / active EE | $5,189 | $4,714+10.1% | $4,084+27.0% | $6,507-20.3% |
| Admin fee / account holder | $1,044 | $10,433-90.0% | $8,777-88.1% | $12,624-91.7% |