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 | $84,852 | $81,446+4.2% | $103,374-17.9% | $80,874+4.9% |
| Participation rate | 57.7% | 66.9%-9.2pp | 74.5%-16.8pp | 67.6%-10.0pp |
| Annual return | 11.77% | 25.57%-13.8pp | 24.89%-13.1pp | 35.62%-23.8pp |
| Employer contribution / active EE | $1,877 | $3,107-39.6% | $3,869-51.5% | $2,756-31.9% |
| Participant deferral / active EE | $4,688 | $3,870+21.1% | $5,058-7.3% | $4,297+9.1% |
| Admin fee / account holder | $920 | $6,715-86.3% | $8,394-89.0% | $6,935-86.7% |