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 | $92,620 | $101,069-8.4% | $81,478+13.7% | $147,584-37.2% |
| Participation rate | 35.0% | 74.5%-39.5pp | 68.0%-33.0pp | 82.8%-47.8pp |
| Annual return | 11.82% | 32.40%-20.6pp | 38.78%-27.0pp | 578.55%-566.7pp |
| Employer contribution / active EE | $1,389 | $3,205-56.7% | $2,568-45.9% | $4,876-71.5% |
| Participant deferral / active EE | $3,961 | $4,242-6.6% | $3,537+12.0% | $5,439-27.2% |
| Admin fee / account holder | $2,676 | $5,812-53.9% | $4,561-41.3% | $10,885-75.4% |