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 | $109,307 | $77,813+40.5% | $123,544-11.5% | $64,186+70.3% |
| Participation rate | 48.1% | 74.7%-26.6pp | 82.3%-34.2pp | 69.6%-21.5pp |
| Annual return | 8.01% | 12.48%-4.5pp | 119.20%-111.2pp | 7.63%+0.4pp |
| Employer contribution / active EE | $1,541 | $3,014-48.9% | $4,628-66.7% | $2,381-35.3% |
| Participant deferral / active EE | $3,890 | $5,240-25.8% | $6,426-39.5% | $3,470+12.1% |
| Admin fee / account holder | $559 | $5,519-89.9% | $9,284-94.0% | $4,888-88.6% |