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 | $98,691 | $110,257-10.5% | $96,544+2.2% | $139,434-29.2% |
| Participation rate | 52.2% | 78.1%-25.9pp | 76.0%-23.8pp | 80.3%-28.1pp |
| Annual return | 17.23% | 26.32%-9.1pp | 25.84%-8.6pp | 372.94%-355.7pp |
| Employer contribution / active EE | $1,298 | $3,620-64.1% | $2,965-56.2% | $4,751-72.7% |
| Participant deferral / active EE | $2,113 | $5,548-61.9% | $4,851-56.4% | $6,710-68.5% |
| Admin fee / account holder | $2,117 | $11,591-81.7% | $8,252-74.4% | $11,403-81.4% |