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 | $132,512 | $78,672+68.4% | $109,143+21.4% | $85,850+54.4% |
| Participation rate | 48.5% | 68.3%-19.8pp | 75.9%-27.4pp | 69.3%-20.8pp |
| Annual return | 13.52% | 25.09%-11.6pp | 25.75%-12.2pp | 318.53%-305.0pp |
| Employer contribution / active EE | $1,132 | $2,735-58.6% | $3,722-69.6% | $2,565-55.9% |
| Participant deferral / active EE | $3,412 | $3,467-1.6% | $4,653-26.7% | $3,952-13.7% |
| Admin fee / account holder | $1,629 | $5,469-70.2% | $6,752-75.9% | $6,260-74.0% |