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 | $106,529 | $101,763+4.7% | $164,866-35.4% | $80,874+31.7% |
| Participation rate | 49.4% | 71.8%-22.4pp | 78.6%-29.2pp | 67.6%-18.2pp |
| Annual return | 10.91% | 16.73%-5.8pp | 69.97%-59.1pp | 35.62%-24.7pp |
| Employer contribution / active EE | $1,427 | $2,954-51.7% | $4,343-67.1% | $2,756-48.2% |
| Participant deferral / active EE | $4,335 | $4,477-3.2% | $6,033-28.2% | $4,297+0.9% |
| Admin fee / account holder | $3,105 | $8,228-62.3% | $12,689-75.5% | $6,935-55.2% |