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 | $122,218 | $89,753+36.2% | $107,525+13.7% | $84,808+44.1% |
| Participation rate | 59.3% | 68.1%-8.8pp | 75.1%-15.8pp | 68.3%-9.1pp |
| Annual return | 14.04% | 29.48%-15.4pp | 181.32%-167.3pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,325 | $3,113-57.4% | $3,754-64.7% | $2,631-49.6% |
| Participant deferral / active EE | $4,723 | $4,056+16.4% | $5,116-7.7% | $4,212+12.2% |
| Admin fee / account holder | $1,310 | $7,222-81.9% | $8,919-85.3% | $7,344-82.2% |