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 | $108,521 | $89,753+20.9% | $107,525+0.9% | $84,808+28.0% |
| Participation rate | 38.6% | 68.1%-29.4pp | 75.1%-36.4pp | 68.3%-29.7pp |
| Annual return | 15.84% | 29.48%-13.6pp | 181.32%-165.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,917 | $3,113-38.4% | $3,754-48.9% | $2,631-27.2% |
| Participant deferral / active EE | $4,040 | $4,056-0.4% | $5,116-21.0% | $4,212-4.1% |
| Admin fee / account holder | $14,365 | $7,222+98.9% | $8,919+61.1% | $7,344+95.6% |