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 | $96,849 | $138,562-30.1% | $246,525-60.7% | $116,875-17.1% |
| Participation rate | 41.8% | 72.8%-31.0pp | 82.0%-40.1pp | 74.5%-32.7pp |
| Annual return | 16.48% | 16.14%+0.3pp | 0.46%+16.0pp | 16.29%+0.2pp |
| Employer contribution / active EE | $2,162 | $4,835-55.3% | $7,467-71.0% | $3,288-34.2% |
| Participant deferral / active EE | $3,997 | $4,207-5.0% | $5,422-26.3% | $3,885+2.9% |
| Admin fee / account holder | $2,018 | $18,110-88.9% | $16,551-87.8% | $12,263-83.5% |