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 | $83,896 | $96,557-13.1% | $80,975+3.6% | $273,961-69.4% |
| Participation rate | 50.0% | 79.1%-29.1pp | 75.8%-25.8pp | 83.0%-33.0pp |
| Annual return | 8.05% | 15.14%-7.1pp | 17.10%-9.1pp | 41.45%-33.4pp |
| Employer contribution / active EE | $7,163 | $4,868+47.1% | $3,714+92.8% | $4,869+47.1% |
| Participant deferral / active EE | $13,543 | $6,598+105.3% | $5,696+137.8% | $5,287+156.2% |
| Admin fee / account holder | $28,588 | $7,492+281.6% | $5,516+418.3% | $10,132+182.2% |