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 | $85,099 | $77,899+9.2% | $149,673-43.1% | $75,163+13.2% |
| Participation rate | 57.1% | 65.6%-8.4pp | 78.8%-21.6pp | 67.2%-10.0pp |
| Annual return | 16.09% | 31.72%-15.6pp | 134.42%-118.3pp | 160.62%-144.5pp |
| Employer contribution / active EE | $1,256 | $3,137-60.0% | $4,818-73.9% | $2,670-52.9% |
| Participant deferral / active EE | $3,094 | $3,411-9.3% | $5,680-45.5% | $4,125-25.0% |
| Admin fee / account holder | $6,128 | $5,956+2.9% | $13,210-53.6% | $5,651+8.4% |