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 | $99,237 | $72,012+37.8% | $185,823-46.6% | $79,858+24.3% |
| Participation rate | 45.5% | 65.8%-20.3pp | 78.0%-32.6pp | 69.6%-24.2pp |
| Annual return | 11.78% | 23.12%-11.3pp | 35.95%-24.2pp | 31.71%-19.9pp |
| Employer contribution / active EE | $1,704 | $1,965-13.3% | $4,087-58.3% | $2,471-31.0% |
| Participant deferral / active EE | $2,354 | $3,779-37.7% | $5,632-58.2% | $3,740-37.1% |
| Admin fee / account holder | $24,573 | $4,513+444.5% | $9,500+158.7% | $5,306+363.1% |