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 | $100,244 | $78,422+27.8% | $95,952+4.5% | $79,858+25.5% |
| Participation rate | 60.8% | 73.5%-12.7pp | 77.1%-16.3pp | 69.6%-8.8pp |
| Annual return | 15.15% | 19.37%-4.2pp | 91.61%-76.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $1,132 | $1,945-41.8% | $2,541-55.4% | $2,471-54.2% |
| Participant deferral / active EE | $5,660 | $3,440+64.5% | $4,167+35.8% | $3,740+51.3% |
| Admin fee / account holder | $2,152 | $5,622-61.7% | $6,795-68.3% | $5,306-59.4% |