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 | $113,184 | $71,050+59.3% | $93,606+20.9% | $80,856+40.0% |
| Participation rate | 55.2% | 60.4%-5.2pp | 68.7%-13.5pp | 67.6%-12.5pp |
| Annual return | 15.93% | 11.26%+4.7pp | 133.20%-117.3pp | 35.59%-19.7pp |
| Employer contribution / active EE | $1,273 | $1,564-18.6% | $2,420-47.4% | $2,755-53.8% |
| Participant deferral / active EE | $3,137 | $4,034-22.2% | $4,411-28.9% | $4,296-27.0% |
| Admin fee / account holder | $16,197 | $6,945+133.2% | $8,285+95.5% | $6,918+134.1% |