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 | $79,790 | $77,899+2.4% | $149,673-46.7% | $75,163+6.2% |
| Participation rate | 56.7% | 65.6%-8.9pp | 78.8%-22.1pp | 67.2%-10.5pp |
| Annual return | 20.77% | 31.72%-11.0pp | 134.42%-113.6pp | 160.62%-139.8pp |
| Employer contribution / active EE | $2,385 | $3,137-24.0% | $4,818-50.5% | $2,670-10.7% |
| Participant deferral / active EE | $4,509 | $3,411+32.2% | $5,680-20.6% | $4,125+9.3% |
| Admin fee / account holder | $1,042 | $5,956-82.5% | $13,210-92.1% | $5,651-81.6% |