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 | $77,516 | $73,933+4.8% | $96,683-19.8% | $75,163+3.1% |
| Participation rate | 32.9% | 66.4%-33.5pp | 74.3%-41.4pp | 67.2%-34.3pp |
| Annual return | 18.61% | 26.70%-8.1pp | 35.69%-17.1pp | 160.62%-142.0pp |
| Employer contribution / active EE | $1,940 | $2,928-33.7% | $3,737-48.1% | $2,670-27.3% |
| Participant deferral / active EE | $3,200 | $3,659-12.5% | $4,878-34.4% | $4,125-22.4% |
| Admin fee / account holder | $7,901 | $5,216+51.5% | $6,730+17.4% | $5,651+39.8% |