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 | $100,252 | $108,825-7.9% | $156,181-35.8% | $82,448+21.6% |
| Participation rate | 38.9% | 72.4%-33.5pp | 78.8%-39.9pp | 68.1%-29.2pp |
| Annual return | 17.73% | 20.59%-2.9pp | 64.87%-47.1pp | 41.64%-23.9pp |
| Employer contribution / active EE | $971 | $2,870-66.2% | $4,294-77.4% | $2,551-61.9% |
| Participant deferral / active EE | $3,975 | $4,577-13.2% | $6,132-35.2% | $4,139-4.0% |
| Admin fee / account holder | $7,868 | $9,341-15.8% | $14,586-46.1% | $7,234+8.8% |