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 | $77,472 | $76,407+1.4% | $150,298-48.5% | $82,448-6.0% |
| Participation rate | 50.0% | 66.4%-16.4pp | 77.8%-27.8pp | 68.1%-18.1pp |
| Annual return | 14.37% | 39.99%-25.6pp | 62.79%-48.4pp | 41.64%-27.3pp |
| Employer contribution / active EE | $2,002 | $2,614-23.4% | $4,154-51.8% | $2,551-21.5% |
| Participant deferral / active EE | $4,188 | $3,214+30.3% | $5,453-23.2% | $4,139+1.2% |
| Admin fee / account holder | $13,829 | $6,352+117.7% | $14,116-2.0% | $7,234+91.2% |