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 | $118,527 | $109,881+7.9% | $150,045-21.0% | $84,808+39.8% |
| Participation rate | 26.5% | 76.1%-49.6pp | 82.3%-55.9pp | 68.3%-41.8pp |
| Annual return | 14.34% | 28.25%-13.9pp | 62.55%-48.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,890 | $3,561-46.9% | $4,693-59.7% | $2,631-28.2% |
| Participant deferral / active EE | $6,819 | $6,636+2.8% | $7,997-14.7% | $4,212+61.9% |
| Admin fee / account holder | $7,076 | $8,568-17.4% | $13,435-47.3% | $7,344-3.6% |