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 | $95,876 | $109,881-12.7% | $150,045-36.1% | $84,808+13.1% |
| Participation rate | 57.9% | 76.1%-18.2pp | 82.3%-24.4pp | 68.3%-10.4pp |
| Annual return | 16.61% | 28.25%-11.6pp | 62.55%-45.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $2,695 | $3,561-24.3% | $4,693-42.6% | $2,631+2.4% |
| Participant deferral / active EE | $7,005 | $6,636+5.6% | $7,997-12.4% | $4,212+66.3% |
| Admin fee / account holder | $411 | $8,568-95.2% | $13,435-96.9% | $7,344-94.4% |