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 | $75,381 | $85,022-11.3% | $70,515+6.9% | $139,434-45.9% |
| Participation rate | 58.3% | 73.9%-15.6pp | 68.3%-10.0pp | 80.3%-22.0pp |
| Annual return | 16.22% | 30.38%-14.2pp | 32.77%-16.5pp | 372.94%-356.7pp |
| Employer contribution / active EE | $2,566 | $3,909-34.3% | $2,973-13.7% | $4,751-46.0% |
| Participant deferral / active EE | $5,019 | $5,890-14.8% | $4,567+9.9% | $6,710-25.2% |
| Admin fee / account holder | $320 | $8,906-96.4% | $6,412-95.0% | $11,403-97.2% |