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 | $115,995 | $105,630+9.8% | $87,507+32.6% | $273,961-57.7% |
| Participation rate | 50.0% | 78.2%-28.2pp | 73.8%-23.8pp | 83.0%-33.0pp |
| Annual return | 10.11% | 12.25%-2.1pp | 12.21%-2.1pp | 41.45%-31.3pp |
| Employer contribution / active EE | $1,652 | $3,141-47.4% | $2,550-35.2% | $4,869-66.1% |
| Participant deferral / active EE | $4,166 | $3,601+15.7% | $3,149+32.3% | $5,287-21.2% |
| Admin fee / account holder | $365 | $4,781-92.4% | $4,221-91.3% | $10,132-96.4% |