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 | $127,208 | $161,352-21.2% | $134,172-5.2% | $137,256-7.3% |
| Participation rate | 56.5% | 78.3%-21.8pp | 72.5%-15.9pp | 80.0%-23.4pp |
| Annual return | 10.04% | 28.72%-18.7pp | 25.30%-15.3pp | 220.34%-210.3pp |
| Employer contribution / active EE | $1,452 | $4,099-64.6% | $3,420-57.6% | $4,156-65.1% |
| Participant deferral / active EE | $3,213 | $5,552-42.1% | $4,690-31.5% | $6,407-49.9% |
| Admin fee / account holder | $35,933 | $15,028+139.1% | $12,016+199.0% | $12,270+192.8% |