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 | $97,070 | $101,069-4.0% | $81,478+19.1% | $147,584-34.2% |
| Participation rate | 37.5% | 74.5%-37.0pp | 68.0%-30.5pp | 82.8%-45.3pp |
| Annual return | 9.46% | 32.40%-22.9pp | 38.78%-29.3pp | 578.55%-569.1pp |
| Employer contribution / active EE | $1,526 | $3,205-52.4% | $2,568-40.6% | $4,876-68.7% |
| Participant deferral / active EE | $5,475 | $4,242+29.1% | $3,537+54.8% | $5,439+0.7% |
| Admin fee / account holder | $389 | $5,812-93.3% | $4,561-91.5% | $10,885-96.4% |