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 | $159,636 | $163,101-2.1% | $136,749+16.7% | $142,382+12.1% |
| Participation rate | 38.9% | 78.2%-39.3pp | 72.1%-33.3pp | 80.1%-41.2pp |
| Annual return | 14.79% | 27.54%-12.8pp | 24.33%-9.5pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,265 | $4,117-45.0% | $3,400-33.4% | $4,299-47.3% |
| Participant deferral / active EE | $1,307 | $5,585-76.6% | $4,692-72.2% | $6,507-79.9% |
| Admin fee / account holder | $7,592 | $14,318-47.0% | $11,386-33.3% | $12,624-39.9% |