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 | $87,615 | $89,753-2.4% | $107,525-18.5% | $84,808+3.3% |
| Participation rate | 67.9% | 68.1%-0.2pp | 75.1%-7.2pp | 68.3%-0.5pp |
| Annual return | 15.42% | 29.48%-14.1pp | 181.32%-165.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,305 | $3,113-58.1% | $3,754-65.2% | $2,631-50.4% |
| Participant deferral / active EE | $3,614 | $4,056-10.9% | $5,116-29.4% | $4,212-14.2% |
| Admin fee / account holder | $6,580 | $7,222-8.9% | $8,919-26.2% | $7,344-10.4% |