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 | $170,014 | $132,239+28.6% | $105,722+60.8% | $273,961-37.9% |
| Participation rate | 60.0% | 83.2%-23.2pp | 78.9%-18.9pp | 83.0%-23.0pp |
| Annual return | 5.57% | 10.07%-4.5pp | 12.25%-6.7pp | 41.45%-35.9pp |
| Employer contribution / active EE | $1,108 | $4,867-77.2% | $4,079-72.8% | $4,869-77.2% |
| Participant deferral / active EE | $7,080 | $6,233+13.6% | $5,326+32.9% | $5,287+33.9% |
| Admin fee / account holder | $4,814 | $12,032-60.0% | $8,308-42.1% | $10,132-52.5% |