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 | $86,015 | $115,708-25.7% | $65,255+31.8% | $139,434-38.3% |
| Participation rate | 42.9% | 67.8%-25.0pp | 65.0%-22.1pp | 80.3%-37.5pp |
| Annual return | 10.96% | 31.19%-20.2pp | 47.35%-36.4pp | 372.94%-362.0pp |
| Employer contribution / active EE | $1,493 | $2,599-42.6% | $1,691-11.7% | $4,751-68.6% |
| Participant deferral / active EE | $2,506 | $4,240-40.9% | $2,831-11.5% | $6,710-62.7% |
| Admin fee / account holder | $7,330 | $6,698+9.4% | $4,112+78.3% | $11,403-35.7% |