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 | $101,085 | $101,724-0.6% | $164,813-38.7% | $80,856+25.0% |
| Participation rate | 38.0% | 71.8%-33.8pp | 78.6%-40.6pp | 67.6%-29.6pp |
| Annual return | 15.64% | 16.72%-1.1pp | 69.93%-54.3pp | 35.59%-20.0pp |
| Employer contribution / active EE | $2,126 | $2,953-28.0% | $4,341-51.0% | $2,755-22.8% |
| Participant deferral / active EE | $2,995 | $4,477-33.1% | $6,031-50.4% | $4,296-30.3% |
| Admin fee / account holder | $8,928 | $8,227+8.5% | $12,690-29.6% | $6,918+29.1% |