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 | $87,959 | $127,777-31.2% | $106,548-17.4% | $167,490-47.5% |
| Participation rate | 63.6% | 78.3%-14.6pp | 76.1%-12.5pp | 82.1%-18.5pp |
| Annual return | 18.60% | 33.87%-15.3pp | 26.80%-8.2pp | 478.56%-460.0pp |
| Employer contribution / active EE | $1,742 | $3,427-49.2% | $2,819-38.2% | $4,837-64.0% |
| Participant deferral / active EE | $17,123 | $5,087+236.6% | $4,398+289.3% | $6,341+170.0% |
| Admin fee / account holder | $1,030 | $11,228-90.8% | $7,407-86.1% | $12,309-91.6% |