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 | $81,460+4.2% | $103,333-17.9% | $80,856+4.9% |
| Participation rate | 57.7% | 66.8%-9.2pp | 74.5%-16.8pp | 67.6%-9.9pp |
| Annual return | 11.77% | 25.55%-13.8pp | 24.88%-13.1pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,877 | $3,105-39.6% | $3,868-51.5% | $2,755-31.9% |
| Participant deferral / active EE | $4,688 | $3,869+21.2% | $5,057-7.3% | $4,296+9.1% |
| Admin fee / account holder | $920 | $6,566-86.0% | $8,355-89.0% | $6,918-86.7% |