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 | $117,260 | $127,777-8.2% | $106,548+10.1% | $167,490-30.0% |
| Participation rate | 38.5% | 78.3%-39.8pp | 76.1%-37.7pp | 82.1%-43.6pp |
| Annual return | 9.89% | 33.87%-24.0pp | 26.80%-16.9pp | 478.56%-468.7pp |
| Employer contribution / active EE | $1,078 | $3,427-68.5% | $2,819-61.8% | $4,837-77.7% |
| Participant deferral / active EE | $5,012 | $5,087-1.5% | $4,398+13.9% | $6,341-21.0% |
| Admin fee / account holder | $1,251 | $11,228-88.9% | $7,407-83.1% | $12,309-89.8% |