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 | $127,686 | $106,584+19.8% | $101,326+26.0% | $142,382-10.3% |
| Participation rate | 57.1% | 82.7%-25.5pp | 81.5%-24.4pp | 80.1%-23.0pp |
| Annual return | 14.61% | 36.93%-22.3pp | 36.82%-22.2pp | 217.08%-202.5pp |
| Employer contribution / active EE | $2,394 | $3,956-39.5% | $3,665-34.7% | $4,299-44.3% |
| Participant deferral / active EE | $5,195 | $8,297-37.4% | $7,994-35.0% | $6,507-20.2% |
| Admin fee / account holder | $14,661 | $11,446+28.1% | $11,185+31.1% | $12,624+16.1% |