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 | $76,597 | $71,050+7.8% | $93,606-18.2% | $80,856-5.3% |
| Participation rate | 42.5% | 60.4%-17.9pp | 68.7%-26.2pp | 67.6%-25.1pp |
| Annual return | 14.61% | 11.26%+3.4pp | 133.20%-118.6pp | 35.59%-21.0pp |
| Employer contribution / active EE | $1,230 | $1,564-21.3% | $2,420-49.2% | $2,755-55.3% |
| Participant deferral / active EE | $5,198 | $4,034+28.9% | $4,411+17.8% | $4,296+21.0% |
| Admin fee / account holder | $10,813 | $6,945+55.7% | $8,285+30.5% | $6,918+56.3% |