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 | $94,290 | $81,248+16.1% | $155,509-39.4% | $80,856+16.6% |
| Participation rate | 57.4% | 66.2%-8.8pp | 78.2%-20.7pp | 67.6%-10.2pp |
| Annual return | 13.29% | 33.31%-20.0pp | 64.67%-51.4pp | 35.59%-22.3pp |
| Employer contribution / active EE | $2,189 | $3,100-29.4% | $4,672-53.2% | $2,755-20.5% |
| Participant deferral / active EE | $8,669 | $3,452+151.2% | $5,626+54.1% | $4,296+101.8% |
| Admin fee / account holder | $16,105 | $7,997+101.4% | $15,912+1.2% | $6,918+132.8% |