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 | $82,033 | $93,571-12.3% | $135,903-39.6% | $75,163+9.1% |
| Participation rate | 47.2% | 75.2%-28.0pp | 81.9%-34.7pp | 67.2%-20.0pp |
| Annual return | 18.46% | 30.90%-12.4pp | 68.23%-49.8pp | 160.62%-142.2pp |
| Employer contribution / active EE | $1,390 | $3,537-60.7% | $4,856-71.4% | $2,670-47.9% |
| Participant deferral / active EE | $3,004 | $6,404-53.1% | $7,758-61.3% | $4,125-27.2% |
| Admin fee / account holder | $2,769 | $6,975-60.3% | $10,762-74.3% | $5,651-51.0% |