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 | $132,549 | $92,985+42.5% | $153,485-13.6% | $80,856+63.9% |
| Participation rate | 38.0% | 69.0%-30.9pp | 77.1%-39.1pp | 67.6%-29.6pp |
| Annual return | 15.40% | 19.95%-4.5pp | 15.65%-0.2pp | 35.59%-20.2pp |
| Employer contribution / active EE | $1,854 | $3,507-47.1% | $5,039-63.2% | $2,755-32.7% |
| Participant deferral / active EE | $4,356 | $5,178-15.9% | $6,757-35.5% | $4,296+1.4% |
| Admin fee / account holder | $7,937 | $8,880-10.6% | $12,724-37.6% | $6,918+14.7% |