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 | $97,345 | $85,766+13.5% | $136,294-28.6% | $70,131+38.8% |
| Participation rate | 61.8% | 74.2%-12.4pp | 81.9%-20.2pp | 69.5%-7.8pp |
| Annual return | 22.39% | 31.45%-9.1pp | 5155.94%-5133.5pp | 73.14%-50.7pp |
| Employer contribution / active EE | $2,848 | $2,966-4.0% | $4,695-39.3% | $2,342+21.6% |
| Participant deferral / active EE | $6,122 | $5,051+21.2% | $6,247-2.0% | $3,332+83.7% |
| Admin fee / account holder | $1,796 | $5,420-66.9% | $9,243-80.6% | $4,645-61.3% |