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 | $132,875 | $152,460-12.8% | $118,746+11.9% | $147,584-10.0% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.3%-28.3pp | 82.8%-32.8pp |
| Annual return | 17.96% | 17.41%+0.6pp | 24.54%-6.6pp | 578.55%-560.6pp |
| Employer contribution / active EE | $1,406 | $5,046-72.1% | $4,193-66.5% | $4,876-71.2% |
| Participant deferral / active EE | $3,804 | $6,212-38.8% | $5,332-28.7% | $5,439-30.0% |
| Admin fee / account holder | $7,752 | $16,953-54.3% | $10,720-27.7% | $10,885-28.8% |