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 | $122,901 | $101,763+20.8% | $164,866-25.5% | $80,874+52.0% |
| Participation rate | 46.2% | 71.8%-25.7pp | 78.6%-32.5pp | 67.6%-21.5pp |
| Annual return | 11.32% | 16.73%-5.4pp | 69.97%-58.7pp | 35.62%-24.3pp |
| Employer contribution / active EE | $1,926 | $2,954-34.8% | $4,343-55.7% | $2,756-30.1% |
| Participant deferral / active EE | $4,759 | $4,477+6.3% | $6,033-21.1% | $4,297+10.7% |
| Admin fee / account holder | $3,501 | $8,228-57.5% | $12,689-72.4% | $6,935-49.5% |