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 | $113,996 | $110,257+3.4% | $96,544+18.1% | $139,434-18.2% |
| Participation rate | 45.5% | 78.1%-32.6pp | 76.0%-30.5pp | 80.3%-34.9pp |
| Annual return | 21.55% | 26.32%-4.8pp | 25.84%-4.3pp | 372.94%-351.4pp |
| Employer contribution / active EE | $1,626 | $3,620-55.1% | $2,965-45.1% | $4,751-65.8% |
| Participant deferral / active EE | $3,632 | $5,548-34.5% | $4,851-25.1% | $6,710-45.9% |
| Admin fee / account holder | $1,198 | $11,591-89.7% | $8,252-85.5% | $11,403-89.5% |