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 | $101,085 | $85,766+17.9% | $136,294-25.8% | $70,131+44.1% |
| Participation rate | 54.8% | 74.2%-19.3pp | 81.9%-27.1pp | 69.5%-14.7pp |
| Annual return | 21.34% | 31.45%-10.1pp | 5155.94%-5134.6pp | 73.14%-51.8pp |
| Employer contribution / active EE | $1,840 | $2,966-38.0% | $4,695-60.8% | $2,342-21.5% |
| Participant deferral / active EE | $3,923 | $5,051-22.3% | $6,247-37.2% | $3,332+17.8% |
| Admin fee / account holder | $16,694 | $5,420+208.0% | $9,243+80.6% | $4,645+259.4% |