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 | $106,311 | $89,753+18.4% | $107,525-1.1% | $84,808+25.4% |
| Participation rate | 46.2% | 68.1%-21.9pp | 75.1%-28.9pp | 68.3%-22.2pp |
| Annual return | 14.80% | 29.48%-14.7pp | 181.32%-166.5pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,661 | $3,113-14.5% | $3,754-29.1% | $2,631+1.2% |
| Participant deferral / active EE | $4,976 | $4,056+22.7% | $5,116-2.7% | $4,212+18.2% |
| Admin fee / account holder | $13,162 | $7,222+82.2% | $8,919+47.6% | $7,344+79.2% |