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 | $108,924 | $79,944+36.3% | $98,439+10.7% | $75,163+44.9% |
| Participation rate | 52.4% | 70.4%-18.0pp | 75.2%-22.8pp | 67.2%-14.8pp |
| Annual return | 17.56% | 19.75%-2.2pp | 21.16%-3.6pp | 160.62%-143.1pp |
| Employer contribution / active EE | $1,491 | $2,264-34.1% | $3,048-51.1% | $2,670-44.1% |
| Participant deferral / active EE | $2,978 | $3,752-20.6% | $4,738-37.1% | $4,125-27.8% |
| Admin fee / account holder | $14,561 | $6,840+112.9% | $8,948+62.7% | $5,651+157.7% |