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 | $93,095 | $104,251-10.7% | $91,001+2.3% | $147,584-36.9% |
| Participation rate | 68.4% | 78.2%-9.8pp | 75.6%-7.2pp | 82.8%-14.4pp |
| Annual return | 12.52% | 27.06%-14.5pp | 4.60%+7.9pp | 578.55%-566.0pp |
| Employer contribution / active EE | $734 | $3,116-76.4% | $2,456-70.1% | $4,876-84.9% |
| Participant deferral / active EE | $5,596 | $4,195+33.4% | $3,547+57.7% | $5,439+2.9% |
| Admin fee / account holder | $1,234 | $8,948-86.2% | $5,417-77.2% | $10,885-88.7% |