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 | $95,090 | $101,724-6.5% | $164,813-42.3% | $80,856+17.6% |
| Participation rate | 45.2% | 71.8%-26.7pp | 78.6%-33.4pp | 67.6%-22.5pp |
| Annual return | 11.74% | 16.72%-5.0pp | 69.93%-58.2pp | 35.59%-23.9pp |
| Employer contribution / active EE | $2,120 | $2,953-28.2% | $4,341-51.2% | $2,755-23.0% |
| Participant deferral / active EE | $3,900 | $4,477-12.9% | $6,031-35.3% | $4,296-9.2% |
| Admin fee / account holder | $10,692 | $8,227+30.0% | $12,690-15.7% | $6,918+54.6% |