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 | $107,277 | $73,933+45.1% | $96,683+11.0% | $75,163+42.7% |
| Participation rate | 42.2% | 66.4%-24.2pp | 74.3%-32.1pp | 67.2%-25.0pp |
| Annual return | 16.12% | 26.70%-10.6pp | 35.69%-19.6pp | 160.62%-144.5pp |
| Employer contribution / active EE | $1,574 | $2,928-46.2% | $3,737-57.9% | $2,670-41.1% |
| Participant deferral / active EE | $4,024 | $3,659+10.0% | $4,878-17.5% | $4,125-2.4% |
| Admin fee / account holder | $777 | $5,216-85.1% | $6,730-88.4% | $5,651-86.2% |