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 | $105,269 | $78,422+34.2% | $95,952+9.7% | $79,858+31.8% |
| Participation rate | 67.2% | 73.5%-6.3pp | 77.1%-9.9pp | 69.6%-2.4pp |
| Annual return | 13.55% | 19.37%-5.8pp | 91.61%-78.1pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,695 | $1,945-12.8% | $2,541-33.3% | $2,471-31.4% |
| Participant deferral / active EE | $3,328 | $3,440-3.3% | $4,167-20.1% | $3,740-11.0% |
| Admin fee / account holder | $1,491 | $5,622-73.5% | $6,795-78.1% | $5,306-71.9% |