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 | $104,572 | $89,355+17.0% | $141,162-25.9% | $72,985+43.3% |
| Participation rate | 57.1% | 75.1%-18.0pp | 82.5%-25.3pp | 69.5%-12.3pp |
| Annual return | 23.52% | 111.85%-88.3pp | 71.39%-47.9pp | 81.00%-57.5pp |
| Employer contribution / active EE | $1,586 | $3,114-49.1% | $4,735-66.5% | $2,440-35.0% |
| Participant deferral / active EE | $3,172 | $5,418-41.4% | $6,709-52.7% | $3,607-12.1% |
| Admin fee / account holder | $17,194 | $5,958+188.6% | $10,261+67.6% | $5,124+235.5% |