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 | $83,413 | $69,518+20.0% | $59,878+39.3% | $135,375-38.4% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.7%-14.7pp | 82.6%-22.6pp |
| Annual return | 0.70% | 7.94%-7.2pp | 3.46%-2.8pp | 519.73%-519.0pp |
| Employer contribution / active EE | $5,943 | $3,235+83.7% | $2,722+118.4% | $4,779+24.4% |
| Participant deferral / active EE | $5,940 | $4,206+41.2% | $3,402+74.6% | $5,609+5.9% |
| Admin fee / account holder | $1,311 | $5,734-77.1% | $3,590-63.5% | $10,827-87.9% |