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 | $143,073 | $112,729+26.9% | $98,716+44.9% | $137,256+4.2% |
| Participation rate | 55.0% | 74.2%-19.2pp | 69.3%-14.3pp | 80.0%-25.0pp |
| Annual return | 14.12% | 38.48%-24.4pp | 31.81%-17.7pp | 220.34%-206.2pp |
| Employer contribution / active EE | $1,296 | $2,725-52.4% | $2,279-43.1% | $4,156-68.8% |
| Participant deferral / active EE | $3,340 | $4,640-28.0% | $4,048-17.5% | $6,407-47.9% |
| Admin fee / account holder | $6,128 | $10,129-39.5% | $8,703-29.6% | $12,270-50.1% |