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 | $79,705 | $78,705+1.3% | $117,854-32.4% | $70,131+13.7% |
| Participation rate | 58.0% | 73.2%-15.2pp | 79.7%-21.7pp | 69.5%-11.6pp |
| Annual return | 21.42% | 23.30%-1.9pp | 335.08%-313.7pp | 73.14%-51.7pp |
| Employer contribution / active EE | $1,739 | $2,223-21.8% | $3,786-54.1% | $2,342-25.8% |
| Participant deferral / active EE | $2,197 | $3,297-33.4% | $4,482-51.0% | $3,332-34.0% |
| Admin fee / account holder | $464 | $5,065-90.8% | $8,020-94.2% | $4,645-90.0% |