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 | $91,299 | $94,031-2.9% | $115,768-21.1% | $82,448+10.7% |
| Participation rate | 53.1% | 70.4%-17.3pp | 74.4%-21.3pp | 68.1%-14.9pp |
| Annual return | 18.66% | 20.61%-1.9pp | 100.46%-81.8pp | 41.64%-23.0pp |
| Employer contribution / active EE | $1,257 | $2,323-45.9% | $2,940-57.2% | $2,551-50.7% |
| Participant deferral / active EE | $2,863 | $3,972-27.9% | $4,917-41.8% | $4,139-30.8% |
| Admin fee / account holder | $1,283 | $10,249-87.5% | $12,439-89.7% | $7,234-82.3% |