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 | $95,175 | $81,460+16.8% | $103,333-7.9% | $80,856+17.7% |
| Participation rate | 23.5% | 66.8%-43.3pp | 74.5%-51.0pp | 67.6%-44.1pp |
| Annual return | 13.57% | 25.55%-12.0pp | 24.88%-11.3pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,588 | $3,105-48.9% | $3,868-58.9% | $2,755-42.4% |
| Participant deferral / active EE | $1,764 | $3,869-54.4% | $5,057-65.1% | $4,296-58.9% |
| Admin fee / account holder | $1,933 | $6,566-70.6% | $8,355-76.9% | $6,918-72.1% |