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 | $129,546 | $98,750+31.2% | $149,696-13.5% | $79,858+62.2% |
| Participation rate | 37.9% | 75.8%-37.8pp | 82.5%-44.5pp | 69.6%-31.7pp |
| Annual return | 16.43% | 27.43%-11.0pp | 276.60%-260.2pp | 31.71%-15.3pp |
| Employer contribution / active EE | $1,596 | $3,216-50.4% | $4,644-65.6% | $2,471-35.4% |
| Participant deferral / active EE | $2,880 | $5,680-49.3% | $6,842-57.9% | $3,740-23.0% |
| Admin fee / account holder | $4,601 | $6,053-24.0% | $9,309-50.6% | $5,306-13.3% |